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
$455M
AUM Growth
+$40.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$1.85M
2
+$1.17M
3
+$1.15M
4
DIS icon
Walt Disney
DIS
+$563K
5
XOM icon
Exxon Mobil
XOM
+$392K

Top Sells

1
+$1.2M
2
+$1.09M
3
+$965K
4
VFC icon
VF Corp
VFC
+$594K
5
MMM icon
3M
MMM
+$461K

Sector Composition

1 Technology 19.8%
2 Healthcare 15.72%
3 Industrials 15.42%
4 Consumer Staples 12.61%
5 Financials 9.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$278K 0.06%
800
102
$270K 0.06%
8,700
103
$265K 0.06%
9,750
104
$254K 0.06%
1,040
105
$247K 0.05%
2,050
+210
106
$239K 0.05%
+337
107
$233K 0.05%
3,257
+125
108
$221K 0.05%
9,120
-175
109
$219K 0.05%
+4,189
110
$218K 0.05%
+820
111
$210K 0.05%
+4,000
112
$202K 0.04%
+3,545
113
$202K 0.04%
+684
114
– –
-1,700
115
– –
-906
1 2 3 4
5