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
$507M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$935K
3
+$835K
4
COST icon
Costco
COST
+$490K
5
UPS icon
United Parcel Service
UPS
+$438K

Top Sells

1
+$1.33M
2
+$995K
3
+$910K
4
IOC
Interoil Corporation
IOC
+$870K
5
GLW icon
Corning
GLW
+$855K

Sector Composition

1 Consumer Staples 26.48%
2 Industrials 14.81%
3 Technology 13.9%
4 Healthcare 10.24%
5 Financials 7.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.71M 0.73%
51,881
-305
52
$3.49M 0.69%
106,290
-1,050
53
$3.46M 0.68%
81,644
+2,123
54
$3.44M 0.68%
19,429
-510
55
$3.06M 0.6%
129,579
-1,875
56
$2.92M 0.57%
54,642
-350
57
$2.68M 0.53%
30,921
-15,373
58
$2.61M 0.52%
11,089
+16
59
$2.59M 0.51%
51,503
-1,275
60
$2.48M 0.49%
12,017
-128
61
$2.25M 0.44%
43,355
-6,020
62
$2.06M 0.41%
149,843
-585
63
$1.91M 0.38%
45,040
-480
64
$1.89M 0.37%
15,175
-497
65
$1.81M 0.36%
18,958
-440
66
$1.58M 0.31%
47,988
-1,772
67
$1.35M 0.27%
14,845
-2,084
68
$1.28M 0.25%
10,686
-15
69
$1.22M 0.24%
38,033
+585
70
$1.07M 0.21%
70,502
-14,800
71
$962K 0.19%
5,774
+1,150
72
$935K 0.18%
23,550
+5,625
73
$934K 0.18%
26,016
+2,380
74
$896K 0.18%
5,415
75
$774K 0.15%
8,784
-175
1 2
3
4 5