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
$507M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$935K
3
+$835K
4
COST icon
Costco
COST
+$490K
5
UPS icon
United Parcel Service
UPS
+$438K

Top Sells

1
+$1.33M
2
+$995K
3
+$910K
4
IOC
Interoil Corporation
IOC
+$870K
5
GLW icon
Corning
GLW
+$855K

Sector Composition

1 Consumer Staples 26.48%
2 Industrials 14.81%
3 Technology 13.9%
4 Healthcare 10.24%
5 Financials 7.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$746K 0.15%
79,005
77
$609K 0.12%
15,488
+4,650
78
$605K 0.12%
8,883
+375
79
$549K 0.11%
16,000
80
$533K 0.11%
14,176
81
$490K 0.1%
+2,925
82
$485K 0.1%
12,270
+200
83
$440K 0.09%
2,843
-880
84
$438K 0.09%
24,506
85
$423K 0.08%
10,200
86
$423K 0.08%
+5,148
87
$389K 0.08%
3,575
88
$386K 0.08%
21,108
-245
89
$375K 0.07%
8,638
90
$374K 0.07%
+16,200
91
$356K 0.07%
11,000
-38
92
$354K 0.07%
39,700
+5,750
93
$353K 0.07%
11,955
94
$324K 0.06%
6,700
-18,000
95
$317K 0.06%
4,800
96
$315K 0.06%
+2,650
97
$289K 0.06%
3,697
+1,000
98
$284K 0.06%
+2,100
99
$280K 0.06%
+1,173
100
$277K 0.05%
4,699
1 2 3
4
5