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
$484M
AUM Growth
+$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$1.88M
2
+$1.17M
3
+$699K
4
ADP icon
Automatic Data Processing
ADP
+$647K
5
V icon
Visa
V
+$515K

Top Sells

1
+$1.98M
2
+$1.58M
3
+$928K
4
HPQ icon
HP
HPQ
+$504K
5
GLW icon
Corning
GLW
+$402K

Sector Composition

1 Technology 20.32%
2 Consumer Staples 16.07%
3 Industrials 14.26%
4 Healthcare 13.85%
5 Communication Services 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$320K 0.07%
1
102
$311K 0.06%
5,901
+151
103
$307K 0.06%
1,109
104
$302K 0.06%
5,987
105
$279K 0.06%
7,107
106
$264K 0.05%
+900
107
$258K 0.05%
3,800
108
$251K 0.05%
1,550
109
$233K 0.05%
5,782
110
$227K 0.05%
4,198
-135
111
$220K 0.05%
+500
112
$210K 0.04%
+5,000
113
$206K 0.04%
1,950
114
$205K 0.04%
+5,906
115
$200K 0.04%
10,000
-400
116
$136K 0.03%
16,000
117
– –
-28,951
118
– –
-28,629
1 2 3 4
5