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
$643M
AUM Growth
+$4.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$5.38M
2
+$3.56M
3
+$3.13M
4
ADI icon
Analog Devices
ADI
+$2.4M
5
OXY icon
Occidental Petroleum
OXY
+$2M

Top Sells

1
+$9.66M
2
+$8.81M
3
+$5.61M
4
CELG
Celgene Corp
CELG
+$4.03M
5
APC
Anadarko Petroleum
APC
+$770K

Sector Composition

1 Healthcare 18.57%
2 Consumer Discretionary 14.99%
3 Consumer Staples 13.78%
4 Technology 13.73%
5 Financials 12.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$56K 0.01%
1,020
102
– –
0
103
$16K ﹤0.01%
6,000
104
– –
-1,716
105
– –
-114,638
106
– –
-6,193
107
– –
-16,990
108
– –
-55,890
109
– –
-12,500
1 2 3 4
5