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
$470M
AUM Growth
+$61.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$4.57M
2
+$2.36M
3
+$2.05M
4
AAPL icon
Apple
AAPL
+$1.76M
5
XOM icon
Exxon Mobil
XOM
+$1.25M

Top Sells

1
+$2.91M
2
+$2.34M
3
+$810K
4
HOG icon
Harley-Davidson
HOG
+$729K
5
JNJ icon
Johnson & Johnson
JNJ
+$575K

Sector Composition

1 Technology 18.34%
2 Consumer Staples 14.18%
3 Industrials 13.81%
4 Healthcare 12.71%
5 Financials 8.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.84M 1.67%
114,528
+2,797
27
$7.63M 1.62%
95,387
-1,970
28
$7.57M 1.61%
228,707
+3,005
29
$7.55M 1.61%
156,168
+1,673
30
$7.31M 1.56%
54,217
+3,028
31
$6.77M 1.44%
75,237
-90
32
$6.32M 1.35%
133,032
+37,128
33
$5.71M 1.22%
83,263
-659
34
$5.63M 1.2%
14,758
-221
35
$5.57M 1.19%
74,550
36
$5.4M 1.15%
31,077
+4,434
37
$5.37M 1.14%
226,720
+1,774
38
$5.27M 1.12%
43,013
+896
39
$5.13M 1.09%
45,919
+2,145
40
$5.06M 1.08%
39,543
+18,446
41
$5.05M 1.08%
50,213
-164
42
$4.78M 1.02%
83,867
+35,867
43
$4.54M 0.97%
51,396
+2,991
44
$4.52M 0.96%
163,777
+3,650
45
$4.41M 0.94%
151,651
-27,824
46
$4.29M 0.91%
30,644
+502
47
$4.24M 0.9%
16,359
-113
48
$4.04M 0.86%
142,461
-324
49
$3.93M 0.84%
70,782
+2,735
50
$3.56M 0.76%
75,911
-180
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