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
$1.03B
AUM Growth
+$40.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$17M
2
+$4.42M
3
+$1.79M
4
MSFT icon
Microsoft
MSFT
+$1.64M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.1M

Top Sells

1
+$12.3M
2
+$7.56M
3
+$6.89M
4
AXP icon
American Express
AXP
+$3.06M
5
NKE icon
Nike
NKE
+$2.65M

Sector Composition

1 Technology 32.95%
2 Healthcare 12.01%
3 Consumer Discretionary 11.03%
4 Consumer Staples 10.71%
5 Financials 10.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$381K 0.04%
9,125
+253
77
$332K 0.03%
1,425
78
$314K 0.03%
+1,820
79
$296K 0.03%
1,964
80
$279K 0.03%
483
-100
81
$278K 0.03%
1,346
+71
82
$278K 0.03%
3,525
-155,400
83
$272K 0.03%
915
84
$271K 0.03%
+2,600
85
$250K 0.02%
1,282
86
$239K 0.02%
10,207
+10
87
$231K 0.02%
+602
88
$211K 0.02%
+826
89
$209K 0.02%
11,000
90
$201K 0.02%
+1,315
91
– –
-79,963
92
– –
-300
93
– –
-1,020
1 2 3
4