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
$424M
AUM Growth
+$7.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$3.34M
2
+$1.4M
3
+$1.4M
4
FCX icon
Freeport-McMoran
FCX
+$991K
5
KMB icon
Kimberly-Clark
KMB
+$987K

Top Sells

1
+$2.38M
2
+$2.04M
3
+$1.65M
4
AMGN icon
Amgen
AMGN
+$1.27M
5
HOG icon
Harley-Davidson
HOG
+$1.07M

Sector Composition

1 Industrials 16.63%
2 Technology 15.42%
3 Consumer Staples 12.51%
4 Energy 10.07%
5 Financials 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.39M 0.8%
43,930
-114
52
$3.35M 0.79%
29,963
-11,317
53
$3.35M 0.79%
93,400
+319
54
$3.33M 0.78%
46,272
-285
55
$3.29M 0.77%
62,624
+680
56
$3.24M 0.76%
140,541
-4,650
57
$3.13M 0.74%
55,732
-404
58
$3.08M 0.73%
98,105
-3,626
59
$2.93M 0.69%
97,128
-1,495
60
$2.58M 0.61%
29,785
-2,713
61
$2.54M 0.6%
76,643
-4
62
$2.54M 0.6%
312,964
-52,487
63
$2.49M 0.59%
57,403
-598
64
$2.47M 0.58%
28,966
-90
65
$2.31M 0.55%
67,348
-8,650
66
$2.26M 0.53%
163,604
-195
67
$2.25M 0.53%
235,927
-25,968
68
$2.06M 0.49%
100,752
-3,363
69
$2.03M 0.48%
20,466
+176
70
$1.94M 0.46%
41,426
-277
71
$1.92M 0.45%
12,689
+310
72
$1.83M 0.43%
260,271
+3,175
73
$1.78M 0.42%
23,298
-165
74
$1.76M 0.41%
43,780
-1,910
75
$1.72M 0.4%
20,550
+16,700
1 2
3
4 5