TGCM

Tukman Grossman Capital Management Portfolio holdings

AUM $133M
1-Year Est. Return 15.1%
This Quarter Est. Return
1 Year Est. Return
+15.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$133M
AUM Growth
-$156M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
17
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$17.1M
2
+$14.9M
3
+$13.3M
4
LOW icon
Lowe's Companies
LOW
+$11.1M
5
DIS icon
Walt Disney
DIS
+$10.3M

Sector Composition

1 Financials 26.12%
2 Consumer Staples 16.35%
3 Healthcare 15.88%
4 Communication Services 14.66%
5 Industrials 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DIS icon
1
Walt Disney
DIS
$199B
$19.5M 14.66%
198,123
-104,954
GS icon
2
Goldman Sachs
GS
$236B
$11.5M 8.64%
48,539
-72,200
JNJ icon
3
Johnson & Johnson
JNJ
$450B
$10.8M 8.11%
83,038
-79,000
SYK icon
4
Stryker
SYK
$136B
$10.4M 7.78%
72,933
-104,750
WFC icon
5
Wells Fargo
WFC
$270B
$8.91M 6.69%
161,536
-240,500
SLB icon
6
SLB Ltd
SLB
$54.8B
$8.47M 6.36%
121,376
-116,600
PG icon
7
Procter & Gamble
PG
$343B
$8.39M 6.3%
92,183
-87,600
BRK.B icon
8
Berkshire Hathaway Class B
BRK.B
$1.08T
$8.08M 6.07%
44,082
-55,850
PEP icon
9
PepsiCo
PEP
$195B
$7.88M 5.91%
70,674
-89,000
LOW icon
10
Lowe's Companies
LOW
$131B
$7.17M 5.38%
89,718
-138,400
AIG icon
11
American International
AIG
$41.5B
$6.29M 4.72%
102,513
-145,200
EMR icon
12
Emerson Electric
EMR
$72.9B
$6.1M 4.58%
97,032
-64,700
KO icon
13
Coca-Cola
KO
$303B
$5.52M 4.14%
122,618
-156,100
ADP icon
14
Automatic Data Processing
ADP
$103B
$4.23M 3.17%
38,673
-87,600
IBM icon
15
IBM
IBM
$286B
$4.01M 3.01%
28,899
-49,371
MMM icon
16
3M
MMM
$87.6B
$3.76M 2.83%
21,439
-34,445
AER icon
17
AerCap
AER
$22.6B
$2.2M 1.65%
43,097
-82,800