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
$448M
AUM Growth
-$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$1.47M
3
+$780K
4
MMM icon
3M
MMM
+$770K
5
DIS icon
Walt Disney
DIS
+$426K

Top Sells

1
+$746K
2
+$415K
3
+$316K
4
MSFT icon
Microsoft
MSFT
+$291K
5
PG icon
Procter & Gamble
PG
+$235K

Sector Composition

1 Technology 22.35%
2 Industrials 14.66%
3 Healthcare 14.25%
4 Consumer Staples 10.86%
5 Financials 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$290K 0.06%
5,138
-29
102
$287K 0.06%
1,552
-366
103
$286K 0.06%
5,000
104
$274K 0.06%
10,125
+500
105
$270K 0.06%
716
+32
106
$267K 0.06%
1,250
107
$266K 0.06%
520
+5
108
$248K 0.06%
990
+50
109
$244K 0.05%
5,600
+250
110
$243K 0.05%
4,138
-1,000
111
$236K 0.05%
440
112
$229K 0.05%
578
+28
113
$228K 0.05%
3,545
114
$221K 0.05%
2,500
+98
115
$216K 0.05%
1,319
116
$206K 0.05%
+2,153
117
$203K 0.05%
3,905
118
$146K 0.03%
17,730
+3,430
119
– –
-9,750
120
– –
-3,925
1 2 3 4
5