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
$665M
AUM Growth
-$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$7.76M
2
+$5.45M
3
+$5.33M
4
OLED icon
Universal Display
OLED
+$5.14M
5
PEP icon
PepsiCo
PEP
+$1.77M

Top Sells

1
+$9.04M
2
+$4.11M
3
+$3.82M
4
FMC icon
FMC
FMC
+$2.5M
5
BDX icon
Becton Dickinson
BDX
+$710K

Sector Composition

1 Healthcare 19.37%
2 Technology 14.62%
3 Consumer Discretionary 13.64%
4 Consumer Staples 12.96%
5 Financials 12.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$64K 0.01%
1,020
102
– –
0
103
$5K ﹤0.01%
6,000
104
– –
-133,130
105
– –
-1,753
106
– –
-4,000
107
– –
-13,352
108
– –
-3,050
109
– –
-5,804
110
– –
-2,179
111
– –
-4,000
112
– –
-5,210
113
– –
-2,190
1 2 3 4
5