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
$747M
AUM Growth
-$63.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$5.92M
2
+$1.92M
3
+$1.43M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$189K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$85.3K

Top Sells

1
+$4.03M
2
+$2.46M
3
+$2.27M
4
TMO icon
Thermo Fisher Scientific
TMO
+$2.21M
5
DHR icon
Danaher
DHR
+$2.03M

Sector Composition

1 Technology 26.67%
2 Healthcare 18.66%
3 Financials 12.04%
4 Consumer Discretionary 12%
5 Consumer Staples 9.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$270K 0.04%
1,990
-150
77
$255K 0.03%
7,300
78
$249K 0.03%
6,000
79
$237K 0.03%
1,601
80
$236K 0.03%
1,015
-175
81
$234K 0.03%
766
82
$230K 0.03%
640
83
$213K 0.03%
1,275
84
$206K 0.03%
5,332
85
$205K 0.03%
700
86
$202K 0.03%
4,264
87
$58K 0.01%
1,020
1 2 3
4