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
$494M
AUM Growth
+$92.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$62.9M
2
+$18.2M
3
+$8.88M
4
VRSK icon
Verisk Analytics
VRSK
+$4.27M
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$2.06M

Top Sells

1
+$2.02M
2
+$1.8M
3
+$1.22M
4
COF icon
Capital One
COF
+$909K
5
MSFT icon
Microsoft
MSFT
+$658K

Sector Composition

1 Consumer Staples 29.04%
2 Industrials 14.24%
3 Technology 13.22%
4 Healthcare 9.62%
5 Financials 6.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.8M 0.77%
134,369
-9,294
52
$3.68M 0.74%
34,148
-2,569
53
$3.65M 0.74%
80,563
-1,709
54
$3.59M 0.73%
52,014
-2,815
55
$3.46M 0.7%
100,172
+35,261
56
$3.05M 0.62%
77,527
-325
57
$2.72M 0.55%
53,251
-3,085
58
$2.7M 0.55%
20,757
-15,528
59
$2.69M 0.54%
56,687
-3,146
60
$2.62M 0.53%
12,513
-110
61
$2.08M 0.42%
11,632
+492
62
$2.06M 0.42%
+22,122
63
$2.05M 0.42%
+82,585
64
$2.01M 0.41%
39,983
-2,977
65
$1.99M 0.4%
34,437
-1,801
66
$1.93M 0.39%
181,508
-1,219
67
$1.91M 0.39%
143,687
-15,820
68
$1.63M 0.33%
46,460
-6,020
69
$1.59M 0.32%
16,141
-1,409
70
$1.37M 0.28%
52,388
-5,188
71
$1.18M 0.24%
19,433
-800
72
$1.05M 0.21%
14,557
-1,254
73
$890K 0.18%
10,929
-575
74
$814K 0.16%
6,200
-150
75
$764K 0.15%
9,109
-600
1 2
3
4