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
$495M
AUM Growth
-$50.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$1.04M
3
+$290K
4
PG icon
Procter & Gamble
PG
+$124K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$122K

Top Sells

1
+$4.24M
2
+$2.83M
3
+$2.53M
4
PPG icon
PPG Industries
PPG
+$2.17M
5
XOM icon
Exxon Mobil
XOM
+$1.99M

Sector Composition

1 Consumer Staples 24.19%
2 Technology 14.27%
3 Industrials 13.92%
4 Healthcare 10.03%
5 Financials 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$10K ﹤0.01%
134,700
102
– –
-12,571
103
– –
-19,575
104
– –
-12,095
105
– –
-10,289
106
– –
-132,435
107
– –
-3,646
108
– –
-19,200
109
– –
-64,159
110
– –
-7,228
111
– –
-9,066
112
$0 ﹤0.01%
10,000
113
– –
-31,679
1 2 3 4
5