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
$402M
AUM Growth
-$4.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$4.02M
2
+$1.36M
3
+$1.18M
4
HPQ icon
HP
HPQ
+$486K
5
ABT icon
Abbott
ABT
+$428K

Top Sells

1
+$8.49M
2
+$7.59M
3
+$4.05M
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$2.04M
5
MUR icon
Murphy Oil
MUR
+$1.41M

Sector Composition

1 Technology 17.39%
2 Industrials 16.73%
3 Consumer Staples 16.09%
4 Healthcare 11.35%
5 Financials 8.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.41M 0.85%
58,088
+23,174
52
$3.26M 0.81%
77,852
+10,231
53
$2.73M 0.68%
56,336
+136
54
$2.65M 0.66%
59,833
+26,658
55
$2.59M 0.65%
12,623
+255
56
$2.37M 0.59%
64,911
-342
57
$2.3M 0.57%
42,960
-545
58
$2.21M 0.55%
36,238
-53
59
$2.16M 0.54%
159,507
-88,258
60
$2M 0.5%
52,480
-720
61
$1.97M 0.49%
11,140
-83
62
$1.88M 0.47%
182,727
-301
63
$1.8M 0.45%
145,868
+39,471
64
$1.76M 0.44%
17,550
-546
65
$1.51M 0.38%
57,576
-1,629
66
$1.49M 0.37%
20,233
-25
67
$1.11M 0.28%
15,811
68
$973K 0.24%
11,504
-55
69
$883K 0.22%
6,350
-150
70
$776K 0.19%
9,709
+694
71
$709K 0.18%
4,994
-225
72
$691K 0.17%
9,408
-95
73
$671K 0.17%
24,632
+4,592
74
$650K 0.16%
18,803
-4
75
$567K 0.14%
18,564
-404
1 2
3
4