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
$477M
AUM Growth
+$28.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$1.11M
3
+$384K
4
FMAO icon
Farmers & Merchants Bancorp
FMAO
+$242K
5
DHR icon
Danaher
DHR
+$224K

Top Sells

1
+$1.11M
2
+$1.08M
3
+$812K
4
XOM icon
Exxon Mobil
XOM
+$546K
5
VFC icon
VF Corp
VFC
+$531K

Sector Composition

1 Technology 22.93%
2 Industrials 14.73%
3 Healthcare 13.99%
4 Consumer Staples 11.02%
5 Financials 10.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$873K 0.18%
4,660
77
$815K 0.17%
3,319
-93
78
$788K 0.17%
2,225
-235
79
$786K 0.16%
3,015
+135
80
$784K 0.16%
7,281
+1,125
81
$691K 0.15%
3,105
82
$651K 0.14%
11,265
-10
83
$618K 0.13%
10,170
+70
84
$613K 0.13%
23,019
-1,231
85
$613K 0.13%
12,797
+310
86
$583K 0.12%
14,454
-1,055
87
$514K 0.11%
9,000
-477
88
$478K 0.1%
1,378
-248
89
$476K 0.1%
9,412
+91
90
$459K 0.1%
1,814
91
$448K 0.09%
12,100
+1,975
92
$434K 0.09%
2,010
+60
93
$431K 0.09%
1,783
+63
94
$429K 0.09%
1,568
95
$426K 0.09%
5,700
96
$400K 0.08%
1,350
-45
97
$393K 0.08%
11,340
98
$368K 0.08%
6,996
-195
99
$350K 0.07%
7,425
100
$349K 0.07%
716
1 2 3
4
5