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
$422M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$15.6M
2 +$14M
3 +$12.8M
4
XOM icon
Exxon Mobil
XOM
+$12.6M
5
WFC icon
Wells Fargo
WFC
+$10.2M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 17.11%
2 Consumer Staples 16.18%
3 Technology 11.79%
4 Financials 11.52%
5 Industrials 10.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$39K 0.01%
+1,170
102
$31K 0.01%
+20,000
103
$24K 0.01%
+750