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
$638M
AUM Growth
+$29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$11.5M
2 +$9.12M
3 +$8.01M
4
JPM icon
JPMorgan Chase
JPM
+$4.94M
5
APD icon
Air Products & Chemicals
APD
+$3.61M

Top Sells

1 +$6.26M
2 +$6.25M
3 +$5.79M
4
NWL icon
Newell Brands
NWL
+$5.39M
5
WFM
Whole Foods Market Inc
WFM
+$4.86M

Sector Composition

1 Healthcare 18.24%
2 Consumer Discretionary 15.14%
3 Consumer Staples 14.84%
4 Technology 12.51%
5 Financials 11.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-960
102
-163,500