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
$484M
AUM Growth
+$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$1.88M
2
+$1.17M
3
+$699K
4
ADP icon
Automatic Data Processing
ADP
+$647K
5
V icon
Visa
V
+$515K

Top Sells

1
+$1.98M
2
+$1.58M
3
+$928K
4
HPQ icon
HP
HPQ
+$504K
5
GLW icon
Corning
GLW
+$402K

Sector Composition

1 Technology 20.32%
2 Consumer Staples 16.07%
3 Industrials 14.26%
4 Healthcare 13.85%
5 Communication Services 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.89M 1.63%
132,700
-3,107
27
$7.83M 1.62%
47,380
-1,405
28
$7.6M 1.57%
115,904
-3,346
29
$7.28M 1.5%
74,550
30
$6.85M 1.42%
51,141
-2,350
31
$6.77M 1.4%
94,034
-1,595
32
$6.69M 1.38%
75,554
-2,174
33
$6.46M 1.33%
83,689
-2,495
34
$6.02M 1.24%
175,465
-9,650
35
$5.76M 1.19%
41,574
+455
36
$5.51M 1.14%
228,668
+2,705
37
$4.88M 1.01%
39,076
+9,340
38
$4.88M 1.01%
226,454
-7,059
39
$4.59M 0.95%
39,549
-2,055
40
$4.48M 0.93%
38,545
-1,538
41
$4.36M 0.9%
58,109
+6,190
42
$4.34M 0.9%
15,634
-320
43
$4.1M 0.85%
71,202
+1,292
44
$3.6M 0.74%
153,348
-3,662
45
$3.32M 0.69%
40,943
-365
46
$3.32M 0.69%
67,187
-4,585
47
$3.06M 0.63%
65,062
-4,518
48
$2.87M 0.59%
45,906
+11,206
49
$2.43M 0.5%
14,110
-455
50
$2.32M 0.48%
31,680
-320
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2
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