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
$516M
AUM Growth
-$868K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$8.17M
2 +$4.96M
3 +$4.07M
4
EBAY icon
eBay
EBAY
+$3.63M
5
RRC icon
Range Resources
RRC
+$3.62M

Top Sells

1 +$8.02M
2 +$7.66M
3 +$4.89M
4
QCOM icon
Qualcomm
QCOM
+$3.15M
5
AXP icon
American Express
AXP
+$2.46M

Sector Composition

1 Healthcare 21.14%
2 Consumer Staples 14.87%
3 Technology 12.45%
4 Consumer Discretionary 11.62%
5 Industrials 9.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-2,349
102
-49,733
103
-30,000