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
$1.98B
AUM Growth
+$59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
19
New
Increased
Reduced
Closed

Top Buys

1
+$55.6M
2
+$26.7M
3
+$7.67M

Top Sells

1
+$28M
2
+$23M
3
+$2.21M
4
IBM icon
IBM
IBM
+$1.81M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.54M

Sector Composition

1 Consumer Staples 21.82%
2 Financials 19.86%
3 Technology 13.07%
4 Energy 12.14%
5 Healthcare 12.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$185M 9.36%
1,900,950
-22,700
2
$175M 8.85%
3,522,000
-26,100
3
$174M 8.8%
2,175,412
-287,400
4
$163M 8.22%
883,922
-9,833
5
$134M 6.79%
1,368,400
-15,700
6
$132M 6.66%
1,635,800
-18,700
7
$117M 5.93%
1,406,650
-17,000
8
$106M 5.35%
1,300,300
-13,500
9
$100M 5.07%
885,399
-10,166
10
$98.1M 4.95%
3,850,800
-43,500
11
$96.1M 4.85%
1,416,347
-17,540
12
$85M 4.29%
1,737,400
-23,300
13
$84.7M 4.28%
2,191,700
-26,800
14
$81.5M 4.12%
497,350
+46,800
15
$75.6M 3.82%
1,511,400
+534,400
16
$61M 3.08%
488,100
-6,200
17
$55.6M 2.81%
+808,100
18
$55.1M 2.78%
782,900
-8,500
19
– –
-442,000