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
$402M
AUM Growth
-$4.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$4.02M
2
+$1.36M
3
+$1.18M
4
HPQ icon
HP
HPQ
+$486K
5
ABT icon
Abbott
ABT
+$428K

Top Sells

1
+$8.49M
2
+$7.59M
3
+$4.05M
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$2.04M
5
MUR icon
Murphy Oil
MUR
+$1.41M

Sector Composition

1 Technology 17.39%
2 Industrials 16.73%
3 Consumer Staples 16.09%
4 Healthcare 11.35%
5 Financials 8.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$514K 0.13%
10,342
+6,392
77
$503K 0.13%
16,000
78
$464K 0.12%
11,850
-370
79
$447K 0.11%
4,029
-1,060
80
$382K 0.1%
10,400
81
$377K 0.09%
10,513
82
$351K 0.09%
8,335
-2
83
$283K 0.07%
4,474
84
$277K 0.07%
3,600
85
$213K 0.05%
+1
86
$207K 0.05%
7,287
-150
87
$202K 0.05%
+3,909
88
$110K 0.03%
2,550
-196,917
89
$88K 0.02%
+1,780
90
$4K ﹤0.01%
100,700
-34,000
91
– –
-11,858
92
– –
-62,766
93
– –
-7,473
94
– –
-52,625
95
– –
-21,936
96
– –
-118,940
97
$0 ﹤0.01%
10,000
98
– –
-57,243
1 2 3
4