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
$509M
AUM Growth
+$32.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$2.42M
2
+$868K
3
+$283K
4
CVX icon
Chevron
CVX
+$283K
5
DHR icon
Danaher
DHR
+$273K

Top Sells

1
+$3.18M
2
+$2.31M
3
+$1.61M
4
MMM icon
3M
MMM
+$1.49M
5
VFC icon
VF Corp
VFC
+$636K

Sector Composition

1 Technology 22.08%
2 Industrials 14.07%
3 Healthcare 13.81%
4 Consumer Staples 11.2%
5 Financials 10.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$944K 0.19%
22,609
-258
77
$929K 0.18%
7,617
+336
78
$815K 0.16%
3,313
-6
79
$778K 0.15%
3,055
-50
80
$772K 0.15%
11,265
81
$703K 0.14%
20,275
+8,175
82
$686K 0.13%
3,552
+537
83
$668K 0.13%
2,458
+675
84
$650K 0.13%
10,170
85
$633K 0.12%
12,622
-175
86
$586K 0.12%
22,449
-570
87
$549K 0.11%
1,431
+53
88
$517K 0.1%
11,850
-2,604
89
$491K 0.1%
5,700
90
$491K 0.1%
1,694
-120
91
$475K 0.09%
9,205
-207
92
$448K 0.09%
8,675
-325
93
$438K 0.09%
7,425
94
$435K 0.09%
716
95
$425K 0.08%
4,700
-900
96
$422K 0.08%
2,135
+125
97
$420K 0.08%
11,340
98
$420K 0.08%
1,343
99
$416K 0.08%
6,921
-75
100
$406K 0.08%
1,018
+25
1 2 3
4
5