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
$484M
AUM Growth
+$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$1.88M
2
+$1.17M
3
+$699K
4
ADP icon
Automatic Data Processing
ADP
+$647K
5
V icon
Visa
V
+$515K

Top Sells

1
+$1.98M
2
+$1.58M
3
+$928K
4
HPQ icon
HP
HPQ
+$504K
5
GLW icon
Corning
GLW
+$402K

Sector Composition

1 Technology 20.32%
2 Consumer Staples 16.07%
3 Industrials 14.26%
4 Healthcare 13.85%
5 Communication Services 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.29M 0.47%
144,867
-3,495
52
$2.17M 0.45%
39,079
-1,112
53
$2.03M 0.42%
66,434
-1,449
54
$1.81M 0.38%
29,171
-245
55
$1.81M 0.37%
43,953
-3,225
56
$1.71M 0.35%
44,165
-1,255
57
$1.65M 0.34%
4,936
-804
58
$1.4M 0.29%
15,191
-1,270
59
$1.34M 0.28%
18,695
+1,308
60
$1.33M 0.28%
66,138
-46,115
61
$1.3M 0.27%
6,121
-250
62
$1.28M 0.26%
29,585
-135
63
$1.16M 0.24%
3,258
+950
64
$1.13M 0.23%
4,190
65
$1.11M 0.23%
89,900
-14,687
66
$1.03M 0.21%
10,200
67
$997K 0.21%
2,967
+78
68
$986K 0.2%
8,972
-200
69
$944K 0.2%
7,367
+549
70
$890K 0.18%
35,800
-700
71
$849K 0.18%
14,313
-760
72
$818K 0.17%
5,200
-300
73
$811K 0.17%
19,840
+165
74
$775K 0.16%
4,675
75
$720K 0.15%
9,563
1 2
3
4 5