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
$455M
AUM Growth
+$40.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$1.85M
2
+$1.17M
3
+$1.15M
4
DIS icon
Walt Disney
DIS
+$563K
5
XOM icon
Exxon Mobil
XOM
+$392K

Top Sells

1
+$1.2M
2
+$1.09M
3
+$965K
4
VFC icon
VF Corp
VFC
+$594K
5
MMM icon
3M
MMM
+$461K

Sector Composition

1 Technology 19.8%
2 Healthcare 15.72%
3 Industrials 15.42%
4 Consumer Staples 12.61%
5 Financials 9.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.44M 0.54%
24,310
-12,014
52
$2.42M 0.53%
48,007
-728
53
$2.37M 0.52%
85,938
-21,499
54
$2.24M 0.49%
28,613
-572
55
$2.23M 0.49%
25,260
-100
56
$2.13M 0.47%
4,158
-16
57
$1.84M 0.4%
19,757
+495
58
$1.74M 0.38%
4,533
-57
59
$1.62M 0.36%
4,229
-91
60
$1.58M 0.35%
10,007
-133
61
$1.57M 0.35%
20,576
-252
62
$1.46M 0.32%
3,193
+177
63
$1.45M 0.32%
11,582
-155
64
$1.27M 0.28%
23,695
-1,481
65
$1.1M 0.24%
2,557
66
$1.04M 0.23%
26,774
-100
67
$1.01M 0.22%
22,029
+840
68
$979K 0.22%
20,235
-150
69
$928K 0.2%
33,450
70
$854K 0.19%
10,302
+475
71
$844K 0.19%
10,100
72
$825K 0.18%
3,969
+40
73
$807K 0.18%
8,528
+12
74
$806K 0.18%
13,073
-214
75
$701K 0.15%
15,140
1 2
3
4 5