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
$424M
AUM Growth
+$7.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$3.34M
2
+$1.4M
3
+$1.4M
4
FCX icon
Freeport-McMoran
FCX
+$991K
5
KMB icon
Kimberly-Clark
KMB
+$987K

Top Sells

1
+$2.38M
2
+$2.04M
3
+$1.65M
4
AMGN icon
Amgen
AMGN
+$1.27M
5
HOG icon
Harley-Davidson
HOG
+$1.07M

Sector Composition

1 Industrials 16.63%
2 Technology 15.42%
3 Consumer Staples 12.51%
4 Energy 10.07%
5 Financials 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.9M 4.22%
208,076
+7,066
2
$12.6M 2.96%
109,800
+1,081
3
$11.1M 2.62%
334,752
-3,010
4
$10.7M 2.52%
207,173
-6,395
5
$10.5M 2.47%
154,405
+3,782
6
$10.2M 2.4%
306,490
-9,314
7
$9.98M 2.35%
56,390
-2,404
8
$9.69M 2.28%
174,236
+1,705
9
$9.6M 2.26%
110,741
-1,226
10
$9.56M 2.25%
149,390
-3,670
11
$9.12M 2.15%
120,641
-2,715
12
$8.38M 1.97%
365,425
-8,360
13
$7.49M 1.77%
108,960
-236
14
$7.39M 1.74%
162,690
-418
15
$6.96M 1.64%
150,478
-1,895
16
$6.88M 1.62%
88,996
-1,465
17
$6.88M 1.62%
102,247
-3,611
18
$6.86M 1.62%
107,885
-2,403
19
$6.79M 1.6%
105,004
-3,245
20
$6.7M 1.58%
137,909
+8,682
21
$6.65M 1.57%
54,769
-245
22
$6.45M 1.52%
72,273
-2,305
23
$6.41M 1.51%
155,158
-3,085
24
$6.17M 1.45%
73,991
-61
25
$6M 1.42%
411,543
-7,625
1
2 3 4 5