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
$494M
AUM Growth
+$92.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$62.9M
2
+$18.2M
3
+$8.88M
4
VRSK icon
Verisk Analytics
VRSK
+$4.27M
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$2.06M

Top Sells

1
+$2.02M
2
+$1.8M
3
+$1.22M
4
COF icon
Capital One
COF
+$909K
5
MSFT icon
Microsoft
MSFT
+$658K

Sector Composition

1 Consumer Staples 29.04%
2 Industrials 14.24%
3 Technology 13.22%
4 Healthcare 9.62%
5 Financials 6.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$714K 0.14%
4,934
-60
77
$652K 0.13%
8,933
-475
78
$648K 0.13%
27,096
+2,464
79
$625K 0.13%
17,729
-1,074
80
$574K 0.12%
16,000
81
$480K 0.1%
14,730
-3,834
82
$466K 0.09%
12,070
+220
83
$442K 0.09%
3,738
-291
84
$394K 0.08%
10,400
85
$350K 0.07%
9,903
-610
86
$333K 0.07%
4,674
+200
87
$292K 0.06%
3,600
88
$223K 0.05%
7,787
+500
89
$217K 0.04%
1
90
$210K 0.04%
3,909
91
$208K 0.04%
+1,900
92
$206K 0.04%
+7,951
93
$201K 0.04%
+24,950
94
$57K 0.01%
+118,940
95
$5K ﹤0.01%
100,700
96
– –
-145,868
97
– –
-8,335
98
$0 ﹤0.01%
10,000
1 2 3
4