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
$455M
AUM Growth
+$40.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$1.85M
2
+$1.17M
3
+$1.15M
4
DIS icon
Walt Disney
DIS
+$563K
5
XOM icon
Exxon Mobil
XOM
+$392K

Top Sells

1
+$1.2M
2
+$1.09M
3
+$965K
4
VFC icon
VF Corp
VFC
+$594K
5
MMM icon
3M
MMM
+$461K

Sector Composition

1 Technology 19.8%
2 Healthcare 15.72%
3 Industrials 15.42%
4 Consumer Staples 12.61%
5 Financials 9.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$700K 0.15%
4,735
77
$696K 0.15%
3,359
-80
78
$661K 0.15%
15,738
-560
79
$650K 0.14%
3,413
+120
80
$647K 0.14%
5,937
-15
81
$629K 0.14%
3,155
82
$622K 0.14%
9,477
-86
83
$619K 0.14%
24,943
-45
84
$570K 0.13%
2,421
+102
85
$568K 0.13%
2,453
-15
86
$530K 0.12%
10,353
+1,970
87
$483K 0.11%
1,566
88
$427K 0.09%
9,133
-2
89
$411K 0.09%
1,918
90
$406K 0.09%
1,286
91
$399K 0.09%
1,885
-50
92
$355K 0.08%
5,550
93
$346K 0.08%
5,000
94
$340K 0.07%
7,203
95
$337K 0.07%
1,277
-100
96
$331K 0.07%
6,605
+25
97
$322K 0.07%
6,900
98
$321K 0.07%
1,851
99
$315K 0.07%
810
+15
100
$296K 0.07%
5,239
-10
1 2 3
4
5