TCM

Tufton Capital Management Portfolio holdings

AUM $561M
1-Year Est. Return 15.35%
This Quarter Est. Return
1 Year Est. Return
+15.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$470M
AUM Growth
+$61.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$4.57M
2
+$2.36M
3
+$2.05M
4
AAPL icon
Apple
AAPL
+$1.76M
5
XOM icon
Exxon Mobil
XOM
+$1.25M

Top Sells

1
+$2.91M
2
+$2.34M
3
+$810K
4
HOG icon
Harley-Davidson
HOG
+$729K
5
JNJ icon
Johnson & Johnson
JNJ
+$575K

Sector Composition

1 Technology 18.34%
2 Consumer Staples 14.18%
3 Industrials 13.81%
4 Healthcare 12.71%
5 Financials 8.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$312K 0.07%
6,224
102
$308K 0.07%
2,634
103
$302K 0.06%
4,200
104
$301K 0.06%
1
105
$297K 0.06%
1,566
+25
106
$274K 0.06%
+4,150
107
$272K 0.06%
7,650
108
$266K 0.06%
6,606
+1,076
109
$255K 0.05%
4,947
-40
110
$247K 0.05%
3,961
111
$243K 0.05%
7,500
-75
112
$234K 0.05%
+4,542
113
$232K 0.05%
+850
114
$223K 0.05%
+522
115
$212K 0.05%
+1,650
116
$212K 0.05%
+1,109
117
$206K 0.04%
1,317
-680
118
$202K 0.04%
4,076
-753
119
$200K 0.04%
5,000
120
$111K 0.02%
12,950
-950
121
– –
-20,575
122
– –
-12,981
123
– –
-61,442
124
– –
-3,340
125
$0 ﹤0.01%
10,000
1 2 3 4
5