TCM

Tufton Capital Management Portfolio holdings

AUM $561M
1-Year Est. Return 15.35%
This Quarter Est. Return
1 Year Est. Return
+15.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$507M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$935K
3
+$835K
4
COST icon
Costco
COST
+$490K
5
UPS icon
United Parcel Service
UPS
+$438K

Top Sells

1
+$1.33M
2
+$995K
3
+$910K
4
IOC
Interoil Corporation
IOC
+$870K
5
GLW icon
Corning
GLW
+$855K

Sector Composition

1 Consumer Staples 26.48%
2 Industrials 14.81%
3 Technology 13.9%
4 Healthcare 10.24%
5 Financials 7.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.42M 1.46%
107,279
27
$7.23M 1.43%
77,970
-315
28
$7.18M 1.41%
228,759
-2,629
29
$6.96M 1.37%
142,690
-44
30
$6.82M 1.34%
218,062
-5,016
31
$6.5M 1.28%
235,233
-125
32
$6.38M 1.26%
123,277
+18,061
33
$6.22M 1.23%
84,966
-1,021
34
$5.97M 1.18%
221,281
-31,661
35
$5.95M 1.17%
132,767
-1,170
36
$5.9M 1.16%
102,843
-455
37
$5.52M 1.09%
117,114
-1,200
38
$5.35M 1.05%
58,887
-886
39
$5.32M 1.05%
46,931
-250
40
$5.19M 1.02%
116,910
+390
41
$5.01M 0.99%
83,841
-415
42
$4.83M 0.95%
58,897
-266
43
$4.76M 0.94%
29,731
+354
44
$4.65M 0.92%
41,577
+1,455
45
$4.58M 0.9%
40,549
-605
46
$4.33M 0.85%
31,816
-265
47
$4.21M 0.83%
90,317
-21,371
48
$4.01M 0.79%
37,348
+4,084
49
$3.79M 0.75%
88,047
-375
50
$3.78M 0.75%
56,827
+110
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