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
$1.92B
AUM Growth
+$99.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
19
New
Increased
Reduced
Closed

Top Buys

1
+$20.7M

Top Sells

1
+$19.4M
2
+$8.41M
3
+$5.44M
4
WFC icon
Wells Fargo
WFC
+$4.05M
5
SLB icon
SLB Ltd
SLB
+$3.3M

Sector Composition

1 Consumer Staples 24.7%
2 Financials 18.19%
3 Technology 13.64%
4 Energy 11.93%
5 Healthcare 11.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$188M 9.79%
2,462,812
-40,700
2
$173M 9.02%
1,923,650
-36,600
3
$161M 8.39%
3,548,100
-89,300
4
$160M 8.34%
893,755
+115,374
5
$135M 7.01%
1,654,500
-36,200
6
$127M 6.6%
1,384,100
-21,600
7
$118M 6.15%
1,423,650
-24,600
8
$105M 5.47%
895,565
-46,405
9
$102M 5.32%
3,894,300
-70,500
10
$102M 5.29%
1,433,887
-118,570
11
$98.7M 5.14%
1,313,800
-22,700
12
$91.6M 4.77%
2,218,500
-35,300
13
$87.2M 4.54%
1,760,700
-30,200
14
$79.9M 4.16%
450,550
-11,800
15
$58.6M 3.05%
494,300
-8,300
16
$55.9M 2.91%
791,400
-15,100
17
$49.9M 2.6%
977,000
-19,000
18
$28M 1.46%
442,000
-6,900
19
– –
-583,100