TCM

Tufton Capital Management Portfolio holdings

AUM $561M
1-Year Est. Return 15.35%
This Quarter Est. Return
1 Year Est. Return
+15.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$470M
AUM Growth
+$61.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$4.57M
2
+$2.36M
3
+$2.05M
4
AAPL icon
Apple
AAPL
+$1.76M
5
XOM icon
Exxon Mobil
XOM
+$1.25M

Top Sells

1
+$2.91M
2
+$2.34M
3
+$810K
4
HOG icon
Harley-Davidson
HOG
+$729K
5
JNJ icon
Johnson & Johnson
JNJ
+$575K

Sector Composition

1 Technology 18.34%
2 Consumer Staples 14.18%
3 Industrials 13.81%
4 Healthcare 12.71%
5 Financials 8.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$603K 0.13%
9,928
-867
77
$580K 0.12%
22,369
-613
78
$575K 0.12%
2,375
+50
79
$555K 0.12%
+5,078
80
$519K 0.11%
5,840
+100
81
$513K 0.11%
6,655
-33
82
$511K 0.11%
4,675
+500
83
$504K 0.11%
9,563
84
$500K 0.11%
35,250
85
$455K 0.1%
23,421
-100
86
$445K 0.09%
9,220
-320
87
$440K 0.09%
10,098
+1,810
88
$419K 0.09%
7,960
89
$413K 0.09%
2,590
-95
90
$412K 0.09%
12,000
91
$401K 0.09%
+2,400
92
$396K 0.08%
15,900
93
$395K 0.08%
16,000
94
$394K 0.08%
7,312
+600
95
$391K 0.08%
13,000
96
$390K 0.08%
5,182
+1,150
97
$385K 0.08%
10,819
-20,490
98
$357K 0.08%
2,252
+735
99
$334K 0.07%
1,750
100
$316K 0.07%
5,510
-95
1 2 3
4
5