TAM

Taurus Asset Management Portfolio holdings

AUM $986M
1-Year Est. Return 5.04%
This Quarter Est. Return
1 Year Est. Return
+5.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$958M
AUM Growth
+$91.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$8.33M
2
+$3.15M
3
+$974K
4
IDXX icon
Idexx Laboratories
IDXX
+$916K
5
JPM icon
JPMorgan Chase
JPM
+$902K

Top Sells

1
+$4.31M
2
+$1.1M
3
+$999K
4
ENOV icon
Enovis
ENOV
+$800K
5
LHX icon
L3Harris
LHX
+$350K

Sector Composition

1 Healthcare 22.07%
2 Technology 21.94%
3 Consumer Discretionary 14.38%
4 Financials 11.05%
5 Consumer Staples 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$403K 0.04%
+4,719
77
$399K 0.04%
+5,000
78
$371K 0.04%
17,062
+219
79
$359K 0.04%
5,353
80
$350K 0.04%
+7,600
81
$349K 0.04%
1,823
-300
82
$343K 0.04%
1,725
-100
83
$340K 0.04%
1,175
84
$329K 0.03%
+1,766
85
$321K 0.03%
+1,100
86
$307K 0.03%
3,953
-190
87
$304K 0.03%
+2,700
88
$302K 0.03%
4,564
89
$295K 0.03%
5,561
90
$289K 0.03%
+2,000
91
$266K 0.03%
+700
92
$244K 0.03%
4,000
93
$237K 0.02%
2,600
-1,150
94
$225K 0.02%
3,367
-498
95
$225K 0.02%
+923
96
$67K 0.01%
1,020
1 2 3
4