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
$477M
AUM Growth
+$28.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$1.11M
3
+$384K
4
FMAO icon
Farmers & Merchants Bancorp
FMAO
+$242K
5
DHR icon
Danaher
DHR
+$224K

Top Sells

1
+$1.11M
2
+$1.08M
3
+$812K
4
XOM icon
Exxon Mobil
XOM
+$546K
5
VFC icon
VF Corp
VFC
+$531K

Sector Composition

1 Technology 22.93%
2 Industrials 14.73%
3 Healthcare 13.99%
4 Consumer Staples 11.02%
5 Financials 10.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.69M 1.61%
69,866
-865
27
$7.53M 1.58%
71,250
28
$7.45M 1.56%
64,665
-1,798
29
$7.31M 1.53%
46,474
-1,607
30
$7.06M 1.48%
231,838
-1,300
31
$6.9M 1.45%
134,548
-5,788
32
$6.55M 1.37%
133,097
-8,055
33
$6.35M 1.33%
70,351
-4,322
34
$6.24M 1.31%
75,715
-3,150
35
$5.93M 1.24%
34,911
-170
36
$5.9M 1.24%
102,749
-5,265
37
$5.88M 1.23%
116,322
-4,250
38
$5.1M 1.07%
55,772
-5,284
39
$4.8M 1.01%
49,450
-2,229
40
$4.73M 0.99%
28,907
-542
41
$4.71M 0.99%
93,652
-6,150
42
$4.05M 0.85%
68,790
-3,243
43
$4.04M 0.85%
42,988
-1,543
44
$3.87M 0.81%
10,257
-980
45
$3.8M 0.8%
100,829
-21,536
46
$3.54M 0.74%
46,019
-2,107
47
$3.52M 0.74%
44,200
-2,063
48
$3.39M 0.71%
24,265
-335
49
$3.35M 0.7%
24,910
-1,545
50
$3.3M 0.69%
31,723
-739
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