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
$495M
AUM Growth
-$50.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$1.04M
3
+$290K
4
PG icon
Procter & Gamble
PG
+$124K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$122K

Top Sells

1
+$4.24M
2
+$2.83M
3
+$2.53M
4
PPG icon
PPG Industries
PPG
+$2.17M
5
XOM icon
Exxon Mobil
XOM
+$1.99M

Sector Composition

1 Consumer Staples 24.19%
2 Technology 14.27%
3 Industrials 13.92%
4 Healthcare 10.03%
5 Financials 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$890K 0.18%
11,454
-3,335
77
$820K 0.17%
13,686
-12,614
78
$726K 0.15%
18,306
-1,565
79
$710K 0.14%
5,219
+900
80
$683K 0.14%
16,000
81
$614K 0.12%
4,918
82
$607K 0.12%
19,360
-7,056
83
$534K 0.11%
7,010
-620
84
$387K 0.08%
11,700
+1,100
85
$377K 0.08%
10,400
86
$364K 0.07%
8,790
-1,523
87
$349K 0.07%
10,894
88
$340K 0.07%
3,500
89
$283K 0.06%
4,234
+1,400
90
$275K 0.06%
8,649
-7,805
91
$262K 0.05%
6,815
-54
92
$250K 0.05%
4,494
93
$206K 0.04%
17,000
94
$205K 0.04%
1
95
$203K 0.04%
7,410
-1,121
96
$92K 0.02%
118,940
+60,000
97
$74K 0.01%
12,000
98
$63K 0.01%
+2,000
99
$43K 0.01%
65,250
+1,500
100
$16K ﹤0.01%
10,135
-9,750
1 2 3
4
5