TCM

Tufton Capital Management Portfolio holdings

AUM $561M
1-Year Est. Return 15.35%
This Quarter Est. Return
1 Year Est. Return
+15.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$470M
AUM Growth
+$61.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$4.57M
2
+$2.36M
3
+$2.05M
4
AAPL icon
Apple
AAPL
+$1.76M
5
XOM icon
Exxon Mobil
XOM
+$1.25M

Top Sells

1
+$2.91M
2
+$2.34M
3
+$810K
4
HOG icon
Harley-Davidson
HOG
+$729K
5
JNJ icon
Johnson & Johnson
JNJ
+$575K

Sector Composition

1 Technology 18.34%
2 Consumer Staples 14.18%
3 Industrials 13.81%
4 Healthcare 12.71%
5 Financials 8.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.86M 0.61%
49,065
-1,020
52
$2.62M 0.56%
80,352
+19,991
53
$2.58M 0.55%
44,865
+3,880
54
$2.21M 0.47%
33,562
+14,752
55
$2.2M 0.47%
33,015
+225
56
$2.07M 0.44%
35,120
-660
57
$2.06M 0.44%
14,565
58
$1.88M 0.4%
44,538
-2,580
59
$1.8M 0.38%
44,005
-583
60
$1.7M 0.36%
17,060
+1,470
61
$1.63M 0.35%
17,225
+132
62
$1.59M 0.34%
103,613
-1,790
63
$1.5M 0.32%
64,866
-1,770
64
$1.44M 0.31%
17,607
+136
65
$1.4M 0.3%
4,961
-75
66
$1.34M 0.29%
6,691
67
$1.32M 0.28%
31,085
+475
68
$1.32M 0.28%
4,600
-50
69
$1.27M 0.27%
12,020
70
$1.22M 0.26%
9,957
71
$750K 0.16%
7,496
+118
72
$729K 0.16%
17,860
+2,000
73
$724K 0.15%
2,547
-108
74
$628K 0.13%
40,744
-990
75
$613K 0.13%
16,195
-125
1 2
3
4 5