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
$477M
AUM Growth
+$28.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$1.11M
3
+$384K
4
FMAO icon
Farmers & Merchants Bancorp
FMAO
+$242K
5
DHR icon
Danaher
DHR
+$224K

Top Sells

1
+$1.11M
2
+$1.08M
3
+$812K
4
XOM icon
Exxon Mobil
XOM
+$546K
5
VFC icon
VF Corp
VFC
+$531K

Sector Composition

1 Technology 22.93%
2 Industrials 14.73%
3 Healthcare 13.99%
4 Consumer Staples 11.02%
5 Financials 10.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.8M 0.59%
106,209
-10,685
52
$2.79M 0.59%
7,827
-293
53
$2.66M 0.56%
12,607
+805
54
$2.46M 0.52%
18,793
-528
55
$2.46M 0.52%
44,893
-928
56
$2.46M 0.52%
10,614
+967
57
$2.44M 0.51%
5,101
+17
58
$2.39M 0.5%
34,993
+23,606
59
$1.94M 0.41%
4,124
60
$1.94M 0.41%
4,088
-46
61
$1.74M 0.36%
19,419
-1,852
62
$1.71M 0.36%
2,586
-295
63
$1.58M 0.33%
34,600
-850
64
$1.46M 0.31%
9,460
-600
65
$1.44M 0.3%
11,558
-302
66
$1.36M 0.29%
2,336
+1,896
67
$1.3M 0.27%
17,731
-177
68
$1.21M 0.25%
21,885
+140
69
$1.18M 0.25%
22,740
-165
70
$1.02M 0.21%
2,557
71
$1.01M 0.21%
9,336
+28
72
$1M 0.21%
53,326
-28,253
73
$940K 0.2%
22,867
+554
74
$931K 0.2%
13,231
+30
75
$907K 0.19%
3,484
-230
1 2
3
4 5