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
$495M
AUM Growth
-$50.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$1.04M
3
+$290K
4
PG icon
Procter & Gamble
PG
+$124K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$122K

Top Sells

1
+$4.24M
2
+$2.83M
3
+$2.53M
4
PPG icon
PPG Industries
PPG
+$2.17M
5
XOM icon
Exxon Mobil
XOM
+$1.99M

Sector Composition

1 Consumer Staples 24.19%
2 Technology 14.27%
3 Industrials 13.92%
4 Healthcare 10.03%
5 Financials 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.61M 1.34%
117,274
+32,556
27
$6.6M 1.33%
82,238
-2,275
28
$6.24M 1.26%
240,440
-754
29
$6.16M 1.24%
72,598
-5,085
30
$6.08M 1.23%
92,970
-2,495
31
$5.94M 1.2%
221,517
-24,288
32
$5.92M 1.2%
62,213
-4,795
33
$5.88M 1.19%
109,279
34
$5.78M 1.17%
92,235
-6,392
35
$5.59M 1.13%
126,752
-9,869
36
$5.48M 1.11%
133,211
-12,708
37
$5.43M 1.1%
47,599
-7,190
38
$5.39M 1.09%
63,307
-3,238
39
$5.24M 1.06%
37,737
-3,221
40
$5.08M 1.03%
68,120
-5,778
41
$5M 1.01%
150,055
-12,145
42
$4.99M 1.01%
106,968
-7,087
43
$4.97M 1%
38,496
-11,436
44
$4.74M 0.96%
158,616
-15,565
45
$4.64M 0.94%
83,638
-1,655
46
$4.54M 0.92%
47,113
-7,597
47
$4.42M 0.89%
47,370
-7,577
48
$4.41M 0.89%
122,082
-11,061
49
$4.36M 0.88%
256,311
-28,422
50
$4.26M 0.86%
60,267
-319
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