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
$448M
AUM Growth
-$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$1.47M
3
+$780K
4
MMM icon
3M
MMM
+$770K
5
DIS icon
Walt Disney
DIS
+$426K

Top Sells

1
+$746K
2
+$415K
3
+$316K
4
MSFT icon
Microsoft
MSFT
+$291K
5
PG icon
Procter & Gamble
PG
+$235K

Sector Composition

1 Technology 22.35%
2 Industrials 14.66%
3 Healthcare 14.25%
4 Consumer Staples 10.86%
5 Financials 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$695K 0.16%
4,660
-75
77
$695K 0.16%
3,412
+18
78
$652K 0.15%
15,509
-1,105
79
$646K 0.14%
6,156
+200
80
$645K 0.14%
3,105
-50
81
$595K 0.13%
11,275
+185
82
$579K 0.13%
10,100
83
$552K 0.12%
2,880
+122
84
$552K 0.12%
24,250
-444
85
$547K 0.12%
9,477
86
$546K 0.12%
12,487
87
$491K 0.11%
1,626
+300
88
$481K 0.11%
1,814
89
$444K 0.1%
1,568
+2
90
$444K 0.1%
9,321
-26
91
$432K 0.1%
1,720
+37
92
$400K 0.09%
1,368
+543
93
$383K 0.09%
7,191
+63
94
$367K 0.08%
1,395
95
$363K 0.08%
5,700
-300
96
$349K 0.08%
11,340
97
$336K 0.07%
10,128
98
$321K 0.07%
1,950
+145
99
$314K 0.07%
7,425
-75
100
$298K 0.07%
1,090
+50
1 2 3
4
5