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
$424M
AUM Growth
+$7.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$3.34M
2
+$1.4M
3
+$1.4M
4
FCX icon
Freeport-McMoran
FCX
+$991K
5
KMB icon
Kimberly-Clark
KMB
+$987K

Top Sells

1
+$2.38M
2
+$2.04M
3
+$1.65M
4
AMGN icon
Amgen
AMGN
+$1.27M
5
HOG icon
Harley-Davidson
HOG
+$1.07M

Sector Composition

1 Industrials 16.63%
2 Technology 15.42%
3 Consumer Staples 12.51%
4 Energy 10.07%
5 Financials 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$293K 0.07%
17,192
+448
102
$285K 0.07%
3,500
103
$276K 0.07%
4,016
+16
104
$255K 0.06%
11,719
105
$254K 0.06%
3,182
+400
106
$235K 0.06%
8,320
+80
107
$228K 0.05%
+7,766
108
$216K 0.05%
1,797
109
$211K 0.05%
+3,055
110
$208K 0.05%
4,350
111
$205K 0.05%
+3,274
112
$33K 0.01%
3,500
113
$20K ﹤0.01%
134,700
114
– –
-8
115
– –
-11,167
116
– –
-58,940
117
– –
-10,085
118
– –
-42,948
1 2 3 4
5