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
$860M
AUM Growth
+$42.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$7.59M
3
+$307K
4
NVDA icon
NVIDIA
NVDA
+$305K
5
ORCL icon
Oracle
ORCL
+$250K

Top Sells

1
+$8.61M
2
+$977K
3
+$923K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$791K
5
AMZN icon
Amazon
AMZN
+$782K

Sector Composition

1 Technology 28.17%
2 Healthcare 13.33%
3 Consumer Discretionary 12.16%
4 Financials 12.05%
5 Consumer Staples 10.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$313K 0.04%
5,000
77
$307K 0.04%
766
78
$307K 0.04%
4,000
79
$305K 0.04%
+7,200
80
$298K 0.03%
8,019
-139
81
$286K 0.03%
955
82
$265K 0.03%
1,275
83
$263K 0.03%
590
84
$253K 0.03%
1,467
-15
85
$251K 0.03%
3,000
-59
86
$250K 0.03%
+2,100
87
$241K 0.03%
4,264
88
$229K 0.03%
11,000
89
$226K 0.03%
700
90
$220K 0.03%
1,964
91
$207K 0.02%
300
92
$46.2K 0.01%
1,020
93
– –
-42,177
1 2 3
4