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
$467M
AUM Growth
+$42.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$2.54M
2
+$1.26M
3
+$1.17M
4
MM
MILLENNIAL MEDIA INC COM STK (DE)
MM
+$617K
5
TROW icon
T. Rowe Price
TROW
+$547K

Top Sells

1
+$2.01M
2
+$1.47M
3
+$990K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$890K
5
CELG
Celgene Corp
CELG
+$610K

Sector Composition

1 Industrials 16.72%
2 Technology 15.24%
3 Consumer Staples 12.27%
4 Energy 9.94%
5 Healthcare 9.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$21.2M 4.54%
209,680
+1,604
2
$14.7M 3.14%
109,133
-667
3
$12.9M 2.76%
336,326
+1,574
4
$12.1M 2.59%
206,666
-507
5
$11M 2.35%
153,229
-1,176
6
$10.7M 2.29%
173,076
-1,160
7
$10.1M 2.16%
56,275
-115
8
$10M 2.14%
109,248
-1,493
9
$9.75M 2.09%
119,804
-837
10
$9.46M 2.03%
252,824
-53,666
11
$9.46M 2.03%
149,487
+97
12
$9.45M 2.02%
364,085
-1,340
13
$8.31M 1.78%
108,440
-520
14
$8.2M 1.76%
88,323
-673
15
$7.91M 1.69%
148,809
-1,669
16
$7.8M 1.67%
163,438
+748
17
$7.57M 1.62%
106,741
-1,144
18
$7.56M 1.62%
101,867
-380
19
$7.49M 1.6%
420,029
+8,486
20
$7.36M 1.58%
144,981
+7,072
21
$7.29M 1.56%
103,854
-1,150
22
$7.02M 1.5%
154,633
-525
23
$6.92M 1.48%
71,567
-706
24
$6.84M 1.47%
54,802
+33
25
$6.72M 1.44%
74,048
+57
1
2 3 4 5