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
$448M
AUM Growth
-$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$1.47M
3
+$780K
4
MMM icon
3M
MMM
+$770K
5
DIS icon
Walt Disney
DIS
+$426K

Top Sells

1
+$746K
2
+$415K
3
+$316K
4
MSFT icon
Microsoft
MSFT
+$291K
5
PG icon
Procter & Gamble
PG
+$235K

Sector Composition

1 Technology 22.35%
2 Industrials 14.66%
3 Healthcare 14.25%
4 Consumer Staples 10.86%
5 Financials 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.16M 1.6%
261,533
+10,357
27
$7.1M 1.58%
233,138
-5,145
28
$6.96M 1.55%
71,250
29
$6.93M 1.55%
96,223
+10,833
30
$6.85M 1.53%
70,731
-380
31
$6.48M 1.45%
120,572
-460
32
$6.18M 1.38%
78,865
+1,070
33
$6.12M 1.36%
66,463
+1,228
34
$6.05M 1.35%
74,673
+5,261
35
$5.96M 1.33%
108,014
+566
36
$5.94M 1.33%
35,081
-387
37
$5.77M 1.29%
141,152
-906
38
$4.78M 1.07%
61,056
+9,831
39
$4.56M 1.02%
51,679
+326
40
$4.13M 0.92%
29,449
-210
41
$4.12M 0.92%
44,531
-3,411
42
$4.03M 0.9%
72,033
-471
43
$3.97M 0.88%
122,365
+1,411
44
$3.76M 0.84%
11,237
-91
45
$3.59M 0.8%
48,126
-1,005
46
$3.55M 0.79%
99,802
-3,019
47
$3.29M 0.73%
46,263
-818
48
$3.22M 0.72%
24,600
-5
49
$3.2M 0.71%
26,455
+386
50
$3.2M 0.71%
116,894
-60
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2
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