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
$448M
AUM Growth
-$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$1.47M
3
+$780K
4
MMM icon
3M
MMM
+$770K
5
DIS icon
Walt Disney
DIS
+$426K

Top Sells

1
+$746K
2
+$415K
3
+$316K
4
MSFT icon
Microsoft
MSFT
+$291K
5
PG icon
Procter & Gamble
PG
+$235K

Sector Composition

1 Technology 22.35%
2 Industrials 14.66%
3 Healthcare 14.25%
4 Consumer Staples 10.86%
5 Financials 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.84M 0.63%
8,120
+242
52
$2.82M 0.63%
32,462
-648
53
$2.36M 0.53%
45,821
-517
54
$2.18M 0.49%
5,084
-79
55
$2.12M 0.47%
9,647
+6,677
56
$2.05M 0.46%
+11,802
57
$1.88M 0.42%
19,321
-400
58
$1.8M 0.4%
4,124
59
$1.77M 0.39%
4,134
-55
60
$1.71M 0.38%
21,271
-5,164
61
$1.63M 0.36%
2,881
+82
62
$1.44M 0.32%
81,579
-1,843
63
$1.36M 0.3%
11,860
+451
64
$1.34M 0.3%
22,905
-50
65
$1.3M 0.29%
35,450
66
$1.24M 0.28%
10,060
+87
67
$1.18M 0.26%
17,908
-1,541
68
$1.08M 0.24%
21,745
-65
69
$965K 0.22%
2,557
70
$878K 0.2%
9,308
+4
71
$875K 0.2%
22,313
72
$861K 0.19%
11,387
+232
73
$854K 0.19%
3,714
+480
74
$849K 0.19%
13,201
-71
75
$739K 0.16%
2,460
+375
1 2
3
4 5