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
$402M
AUM Growth
-$4.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$4.02M
2
+$1.36M
3
+$1.18M
4
HPQ icon
HP
HPQ
+$486K
5
ABT icon
Abbott
ABT
+$428K

Top Sells

1
+$8.49M
2
+$7.59M
3
+$4.05M
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$2.04M
5
MUR icon
Murphy Oil
MUR
+$1.41M

Sector Composition

1 Technology 17.39%
2 Industrials 16.73%
3 Consumer Staples 16.09%
4 Healthcare 11.35%
5 Financials 8.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.75M 1.68%
107,279
27
$6.67M 1.66%
228,311
-2,434
28
$6.65M 1.66%
96,002
-366
29
$6.35M 1.58%
99,394
-831
30
$6.28M 1.56%
82,071
+534
31
$6.26M 1.56%
88,621
-216
32
$5.54M 1.38%
108,311
+7,158
33
$5.42M 1.35%
122,464
-1,775
34
$5.42M 1.35%
220,052
+9,054
35
$5.27M 1.31%
112,716
-831
36
$4.81M 1.2%
59,581
-88
37
$4.79M 1.19%
61,006
-441
38
$4.77M 1.19%
34,219
+137
39
$4.69M 1.17%
99,161
-451
40
$4.63M 1.15%
46,574
-188
41
$4.61M 1.15%
36,285
-109
42
$4.51M 1.12%
143,663
+280
43
$4.51M 1.12%
44,031
-404
44
$4.26M 1.06%
43,435
-130
45
$4.02M 1%
+33,720
46
$3.96M 0.99%
69,168
+682
47
$3.87M 0.96%
36,717
-58
48
$3.82M 0.95%
82,272
+1,667
49
$3.58M 0.89%
89,132
-485
50
$3.44M 0.86%
54,829
-105
1
2
3 4