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
$433M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$7.34M
2
+$4.72M
3
+$4.54M
4
MDLZ icon
Mondelez International
MDLZ
+$3.89M
5
QCOM icon
Qualcomm
QCOM
+$3.18M

Top Sells

1
+$5.91M
2
+$4.08M
3
+$4.06M
4
MCK icon
McKesson
MCK
+$4.04M
5
NVS icon
Novartis
NVS
+$3M

Sector Composition

1 Healthcare 16.91%
2 Consumer Staples 15.26%
3 Technology 12.89%
4 Industrials 12.58%
5 Financials 10.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$79K 0.02%
15,000
102
$45K 0.01%
1,170
103
$24K 0.01%
750
104
$2K ﹤0.01%
20,000
105
– –
-2,140
106
– –
-3,250
107
– –
-2,295
108
– –
-35,260
109
– –
-18,850
110
– –
-56,060
1 2 3 4
5