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
$509M
AUM Growth
+$32.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$2.42M
2
+$868K
3
+$283K
4
CVX icon
Chevron
CVX
+$283K
5
DHR icon
Danaher
DHR
+$273K

Top Sells

1
+$3.18M
2
+$2.31M
3
+$1.61M
4
MMM icon
3M
MMM
+$1.49M
5
VFC icon
VF Corp
VFC
+$636K

Sector Composition

1 Technology 22.08%
2 Industrials 14.07%
3 Healthcare 13.81%
4 Consumer Staples 11.2%
5 Financials 10.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.65M 1.5%
132,004
-1,093
27
$7.65M 1.5%
71,250
28
$7.58M 1.49%
229,827
-2,011
29
$7.45M 1.46%
44,038
+147
30
$7.45M 1.46%
106,409
-84
31
$7.07M 1.39%
66,763
+2,098
32
$6.84M 1.34%
45,996
-478
33
$6.59M 1.29%
75,572
-143
34
$6.09M 1.2%
34,786
-125
35
$6.01M 1.18%
41,719
+16,809
36
$5.9M 1.16%
101,440
-1,309
37
$5.48M 1.08%
28,715
-192
38
$4.99M 0.98%
92,040
-42,508
39
$4.78M 0.94%
49,459
+9
40
$4.23M 0.83%
100,845
+16
41
$4.21M 0.83%
68,746
-44
42
$4.2M 0.82%
30,840
-883
43
$4.08M 0.8%
44,489
+1,501
44
$4.04M 0.79%
91,424
-2,228
45
$4.01M 0.79%
10,075
-182
46
$3.63M 0.71%
24,068
-197
47
$3.52M 0.69%
39,090
-5,110
48
$3.47M 0.68%
45,213
-806
49
$3.45M 0.68%
38,929
-16,843
50
$3.16M 0.62%
7,522
-305
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2
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