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
$680M
AUM Growth
+$36.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$5.96M
3
+$5.17M
4
CELG
Celgene Corp
CELG
+$3.86M
5
ORCL icon
Oracle
ORCL
+$2.83M

Top Sells

1
+$9.87M
2
+$7.45M
3
+$5.88M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.89M
5
TMO icon
Thermo Fisher Scientific
TMO
+$774K

Sector Composition

1 Healthcare 18.81%
2 Technology 14.39%
3 Consumer Staples 13.7%
4 Consumer Discretionary 13.66%
5 Financials 12.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$209K 0.03%
3,000
-200
102
$205K 0.03%
2,179
103
$205K 0.03%
1,753
-1,391
104
$204K 0.03%
+2,190
105
$200K 0.03%
4,000
106
$55K 0.01%
1,020
107
– –
0
108
$15K ﹤0.01%
6,000
109
– –
-60,200
1 2 3 4
5