TCM

Tufton Capital Management Portfolio holdings

AUM $526M
1-Year Est. Return 13.51%
This Quarter Est. Return
1 Year Est. Return
+13.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$424M
AUM Growth
+$7.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$3.34M
2
+$1.4M
3
+$1.4M
4
FCX icon
Freeport-McMoran
FCX
+$991K
5
KMB icon
Kimberly-Clark
KMB
+$987K

Top Sells

1
+$2.38M
2
+$2.04M
3
+$1.65M
4
AMGN icon
Amgen
AMGN
+$1.27M
5
HOG icon
Harley-Davidson
HOG
+$1.07M

Sector Composition

1 Industrials 16.63%
2 Technology 15.42%
3 Consumer Staples 12.51%
4 Energy 10.07%
5 Financials 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.9M 1.39%
193,204
-77,890
27
$5.86M 1.38%
154,615
+10,345
28
$5.79M 1.36%
97,654
-1,645
29
$5.79M 1.36%
394,918
-6,872
30
$5.59M 1.32%
114,063
-4,357
31
$5.54M 1.31%
55,492
+6,875
32
$5.37M 1.26%
112,692
-42,853
33
$5.35M 1.26%
41,963
-960
34
$5.26M 1.24%
81,939
-16,658
35
$5.25M 1.24%
44,640
-25
36
$4.86M 1.15%
190,288
+8,033
37
$4.84M 1.14%
77,633
-26,426
38
$4.75M 1.12%
172,749
-4,780
39
$4.36M 1.03%
54,775
-529
40
$4.21M 0.99%
132,177
-3,358
41
$4.13M 0.97%
61,814
-2,532
42
$4.08M 0.96%
87,393
-1,426
43
$4.05M 0.95%
109,149
-38
44
$3.99M 0.94%
182,803
-883
45
$3.76M 0.89%
107,475
-24,150
46
$3.75M 0.88%
148,435
+132,110
47
$3.61M 0.85%
55,934
-2,575
48
$3.52M 0.83%
38,510
-136
49
$3.42M 0.81%
52,625
50
$3.41M 0.8%
76,307
-286
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