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
$495M
AUM Growth
-$50.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$1.04M
3
+$290K
4
PG icon
Procter & Gamble
PG
+$124K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$122K

Top Sells

1
+$4.24M
2
+$2.83M
3
+$2.53M
4
PPG icon
PPG Industries
PPG
+$2.17M
5
XOM icon
Exxon Mobil
XOM
+$1.99M

Sector Composition

1 Consumer Staples 24.19%
2 Technology 14.27%
3 Industrials 13.92%
4 Healthcare 10.03%
5 Financials 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.17M 0.84%
158,042
-11,278
52
$4.15M 0.84%
97,631
-952
53
$4.01M 0.81%
85,699
-4,934
54
$3.83M 0.77%
52,625
55
$3.72M 0.75%
90,517
-5,198
56
$3.69M 0.74%
38,049
-2,243
57
$3.66M 0.74%
93,330
-27,190
58
$3.57M 0.72%
44,515
+12,972
59
$3.41M 0.69%
69,428
-10,090
60
$2.9M 0.59%
59,560
-570
61
$2.83M 0.57%
13,730
+55
62
$2.79M 0.56%
47,250
-14,292
63
$2.74M 0.55%
56,113
-9,685
64
$2.48M 0.5%
37,716
-292
65
$2.35M 0.47%
20,272
-21,858
66
$2.18M 0.44%
21,399
+13
67
$1.93M 0.39%
21,036
-75
68
$1.84M 0.37%
135,236
-1,816
69
$1.79M 0.36%
43,856
-3,760
70
$1.77M 0.36%
10,053
-25
71
$1.65M 0.33%
34,120
-399
72
$1.55M 0.31%
68,317
-20,455
73
$1.25M 0.25%
7,600
74
$1.17M 0.24%
15,811
75
$1.15M 0.23%
12,015
-315
1 2
3
4 5