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
$509M
AUM Growth
+$32.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$2.42M
2
+$868K
3
+$283K
4
CVX icon
Chevron
CVX
+$283K
5
DHR icon
Danaher
DHR
+$273K

Top Sells

1
+$3.18M
2
+$2.31M
3
+$1.61M
4
MMM icon
3M
MMM
+$1.49M
5
VFC icon
VF Corp
VFC
+$636K

Sector Composition

1 Technology 22.08%
2 Industrials 14.07%
3 Healthcare 13.81%
4 Consumer Staples 11.2%
5 Financials 10.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.92M 0.57%
11,708
+1,094
52
$2.83M 0.56%
97,004
-9,205
53
$2.78M 0.55%
18,693
-100
54
$2.76M 0.54%
5,241
+140
55
$2.71M 0.53%
35,222
+229
56
$2.69M 0.53%
12,625
+18
57
$2.69M 0.53%
3,452
+1,116
58
$2.63M 0.52%
52,621
-63,701
59
$2.59M 0.51%
44,629
-264
60
$2.14M 0.42%
4,124
61
$2.14M 0.42%
4,083
-5
62
$2M 0.39%
34,350
-250
63
$1.87M 0.37%
2,559
-27
64
$1.65M 0.32%
12,585
+1,027
65
$1.59M 0.31%
16,057
-3,362
66
$1.52M 0.3%
9,422
-38
67
$1.43M 0.28%
17,639
-92
68
$1.34M 0.26%
22,020
+135
69
$1.25M 0.24%
22,740
70
$1.13M 0.22%
2,325
+100
71
$1.06M 0.21%
9,606
+270
72
$1.05M 0.21%
2,557
73
$1.04M 0.2%
4,560
-100
74
$1.04M 0.2%
3,716
+232
75
$969K 0.19%
13,054
-177
1 2
3
4 5