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
$558M
AUM Growth
+$42.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1 +$24.9M
2 +$7.44M
3 +$5.44M
4
AGN
Allergan Inc
AGN
+$4.86M
5
FOSL icon
Fossil Group
FOSL
+$4.69M

Top Sells

1 +$11.4M
2 +$5.16M
3 +$3.47M
4
RRC icon
Range Resources
RRC
+$2.64M
5
IBM icon
IBM
IBM
+$2.17M

Sector Composition

1 Healthcare 21.98%
2 Consumer Discretionary 14.35%
3 Consumer Staples 14.2%
4 Technology 11.25%
5 Industrials 9.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-14,361
102
-145,475
103
-750
104
-4,896
105
-384,491
106
-10,000