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
$486M
AUM Growth
+$52.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$6.86M
2
+$5.08M
3
+$4.98M
4
DE icon
Deere & Co
DE
+$3.9M
5
GEN icon
Gen Digital
GEN
+$2.31M

Top Sells

1
+$4.09M
2
+$3.67M
3
+$2.89M
4
CMCSK
COMCAST CORP SPL A (NEW)
CMCSK
+$2.52M
5
CSX icon
CSX Corp
CSX
+$1.16M

Sector Composition

1 Healthcare 16.78%
2 Consumer Staples 14.93%
3 Industrials 13.66%
4 Technology 13.34%
5 Financials 10.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$210K 0.04%
3,850
-250
102
$207K 0.04%
+5,063
103
$204K 0.04%
+2,034
104
$179K 0.04%
30,000
105
$63K 0.01%
10,000
-5,000
106
$41K 0.01%
1,170
107
$18K ﹤0.01%
750
108
– –
-174,078
109
– –
-5,730
110
– –
-7,187
111
– –
-20,000
112
– –
-58,186
1 2 3 4
5