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
$455M
AUM Growth
+$40.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$1.85M
2
+$1.17M
3
+$1.15M
4
DIS icon
Walt Disney
DIS
+$563K
5
XOM icon
Exxon Mobil
XOM
+$392K

Top Sells

1
+$1.2M
2
+$1.09M
3
+$965K
4
VFC icon
VF Corp
VFC
+$594K
5
MMM icon
3M
MMM
+$461K

Sector Composition

1 Technology 19.8%
2 Healthcare 15.72%
3 Industrials 15.42%
4 Consumer Staples 12.61%
5 Financials 9.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.02M 1.76%
242,147
-2,770
27
$7.99M 1.76%
72,759
-115
28
$7.84M 1.72%
245,357
-1,620
29
$6.95M 1.53%
38,488
-210
30
$6.91M 1.52%
47,181
-138
31
$6.14M 1.35%
70,699
+6,485
32
$5.99M 1.32%
125,765
+38,905
33
$5.97M 1.31%
37,776
-468
34
$5.92M 1.3%
143,443
-370
35
$5.36M 1.18%
38,069
+1,575
36
$5.24M 1.15%
82,376
+18,445
37
$5.11M 1.12%
49,619
+458
38
$5.07M 1.12%
50,078
+2,235
39
$5.03M 1.11%
50,176
-4,596
40
$4.79M 1.05%
61,580
-165
41
$4.47M 0.98%
53,168
-11,485
42
$4.39M 0.97%
106,398
-1,727
43
$4.26M 0.94%
12,858
-1,204
44
$4.24M 0.93%
107,661
-4,707
45
$3.83M 0.84%
48,603
-1,175
46
$3.6M 0.79%
52,454
-329
47
$2.93M 0.64%
9,483
+3,725
48
$2.92M 0.64%
121,195
-2,815
49
$2.91M 0.64%
110,027
-4,028
50
$2.47M 0.54%
33,135
-14,687
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