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
$509M
AUM Growth
+$32.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$2.42M
2
+$868K
3
+$283K
4
CVX icon
Chevron
CVX
+$283K
5
DHR icon
Danaher
DHR
+$273K

Top Sells

1
+$3.18M
2
+$2.31M
3
+$1.61M
4
MMM icon
3M
MMM
+$1.49M
5
VFC icon
VF Corp
VFC
+$636K

Sector Composition

1 Technology 22.08%
2 Industrials 14.07%
3 Healthcare 13.81%
4 Consumer Staples 11.2%
5 Financials 10.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$386K 0.08%
1,369
+19
102
$371K 0.07%
5,000
103
$366K 0.07%
1,510
-58
104
$360K 0.07%
1,005
105
$351K 0.07%
540
+30
106
$347K 0.07%
2,475
+25
107
$325K 0.06%
674
+70
108
$319K 0.06%
1,552
109
$317K 0.06%
5,005
-49
110
$275K 0.05%
1,319
111
$251K 0.05%
9,053
-700
112
$238K 0.05%
3,545
113
$237K 0.05%
4,050
+125
114
$232K 0.05%
530
115
$228K 0.04%
+758
116
$182K 0.04%
11,835
-41,491
117
– –
-9,750
118
– –
-400
119
– –
-17,730
120
– –
-3,730
121
– –
-993
122
– –
-2,576
1 2 3 4
5