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
$494M
AUM Growth
+$92.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$62.9M
2
+$18.2M
3
+$8.88M
4
VRSK icon
Verisk Analytics
VRSK
+$4.27M
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$2.06M

Top Sells

1
+$2.02M
2
+$1.8M
3
+$1.22M
4
COF icon
Capital One
COF
+$909K
5
MSFT icon
Microsoft
MSFT
+$658K

Sector Composition

1 Consumer Staples 29.04%
2 Industrials 14.24%
3 Technology 13.22%
4 Healthcare 9.62%
5 Financials 6.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.1M 1.44%
107,279
27
$7.08M 1.43%
96,285
-3,109
28
$6.93M 1.4%
220,447
-7,864
29
$6.84M 1.39%
47,145
-1,121
30
$6.74M 1.36%
194,740
-16,240
31
$6.33M 1.28%
216,319
-3,733
32
$6.26M 1.27%
138,278
-3,567
33
$6.05M 1.23%
79,810
-2,261
34
$6M 1.21%
81,907
-6,714
35
$5.75M 1.16%
118,354
-4,110
36
$5.58M 1.13%
104,123
-4,188
37
$5.32M 1.08%
60,089
-917
38
$5.19M 1.05%
81,697
-14,305
39
$5.06M 1.03%
59,017
-564
40
$4.72M 0.96%
32,257
-1,962
41
$4.63M 0.94%
47,329
+755
42
$4.6M 0.93%
93,133
-6,028
43
$4.5M 0.91%
88,673
-24,043
44
$4.37M 0.89%
41,277
-2,754
45
$4.29M 0.87%
112,748
+43,580
46
$4.27M 0.86%
+52,625
47
$4.25M 0.86%
32,531
-1,189
48
$4.2M 0.85%
41,285
-2,150
49
$4.02M 0.81%
88,422
-710
50
$3.82M 0.77%
56,899
-1,189
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