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
$818M
AUM Growth
+$30.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$7.34M
2
+$5.79M
3
+$917K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$715K
5
DIS icon
Walt Disney
DIS
+$212K

Top Sells

1
+$16.6M
2
+$9.78M
3
+$4.27M
4
AAPL icon
Apple
AAPL
+$4.09M
5
DHR icon
Danaher
DHR
+$969K

Sector Composition

1 Technology 26.75%
2 Healthcare 15.06%
3 Consumer Discretionary 12.16%
4 Financials 12.04%
5 Consumer Staples 10.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$316K 0.04%
4,144
-1,188
77
$304K 0.04%
5,000
78
$301K 0.04%
975
79
$297K 0.04%
6,000
80
$274K 0.03%
955
81
$270K 0.03%
4,264
82
$269K 0.03%
3,059
83
$264K 0.03%
766
84
$247K 0.03%
1,482
-119
85
$244K 0.03%
1,275
86
$243K 0.03%
590
87
$229K 0.03%
700
88
$208K 0.03%
1,964
89
$201K 0.02%
300
90
$196K 0.02%
+11,000
91
$40.5K ﹤0.01%
1,020
92
– –
-7,300
1 2 3
4