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
$493M
AUM Growth
-$3.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1 +$3.35M
2 +$1.44M
3 +$1.41M
4
HTGC icon
Hercules Capital
HTGC
+$1.2M
5
IOC
Interoil Corporation
IOC
+$1.18M

Top Sells

1 +$9.58M
2 +$4.28M
3 +$3.32M
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$2.21M
5
SYY icon
Sysco
SYY
+$2.17M

Sector Composition

1 Consumer Staples 26.22%
2 Industrials 14.87%
3 Technology 13.95%
4 Healthcare 9.88%
5 Financials 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$75K 0.02%
158,940
102
$74K 0.02%
+10,000
103
$61K 0.01%
+61,900
104
$5K ﹤0.01%
100,700
105
-210,879
106
-52,625
107
-22,227
108
$0 ﹤0.01%
10,000