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
$507M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$935K
3
+$835K
4
COST icon
Costco
COST
+$490K
5
UPS icon
United Parcel Service
UPS
+$438K

Top Sells

1
+$1.33M
2
+$995K
3
+$910K
4
IOC
Interoil Corporation
IOC
+$870K
5
GLW icon
Corning
GLW
+$855K

Sector Composition

1 Consumer Staples 26.48%
2 Industrials 14.81%
3 Technology 13.9%
4 Healthcare 10.24%
5 Financials 7.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$270K 0.05%
17,400
102
$266K 0.05%
+1,014
103
$260K 0.05%
7,684
-31
104
$259K 0.05%
8,064
-20
105
$251K 0.05%
+2,100
106
$250K 0.05%
1
107
$246K 0.05%
+3,133
108
$245K 0.05%
+3,226
109
$233K 0.05%
+1,515
110
$232K 0.05%
4,668
-110
111
$228K 0.04%
+2,846
112
$226K 0.04%
1,900
113
$218K 0.04%
+2,753
114
$218K 0.04%
+1,488
115
$218K 0.04%
+9,090
116
$204K 0.04%
+4,600
117
$92K 0.02%
158,940
118
$53K 0.01%
61,900
119
$10K ﹤0.01%
100,700
120
– –
-10,000
121
$0 ﹤0.01%
10,000
1 2 3 4
5