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
$477M
AUM Growth
+$28.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$1.11M
3
+$384K
4
FMAO icon
Farmers & Merchants Bancorp
FMAO
+$242K
5
DHR icon
Danaher
DHR
+$224K

Top Sells

1
+$1.11M
2
+$1.08M
3
+$812K
4
XOM icon
Exxon Mobil
XOM
+$546K
5
VFC icon
VF Corp
VFC
+$531K

Sector Composition

1 Technology 22.93%
2 Industrials 14.73%
3 Healthcare 13.99%
4 Consumer Staples 11.02%
5 Financials 10.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$342K 0.07%
5,000
102
$335K 0.07%
993
-375
103
$325K 0.07%
1,552
104
$323K 0.07%
1,343
+93
105
$319K 0.07%
510
-10
106
$313K 0.07%
5,054
-84
107
$301K 0.06%
1,005
-85
108
$281K 0.06%
9,753
-375
109
$277K 0.06%
5,600
110
$258K 0.05%
604
+26
111
$254K 0.05%
1,319
112
$250K 0.05%
2,450
-50
113
$247K 0.05%
993
+3
114
$242K 0.05%
+9,750
115
$234K 0.05%
3,730
-408
116
$233K 0.05%
3,545
117
$212K 0.04%
+2,576
118
$212K 0.04%
+3,925
119
$205K 0.04%
+400
120
$201K 0.04%
+530
121
$113K 0.02%
17,730
122
– –
-2,153
123
– –
-3,905
1 2 3 4
5