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
$495M
AUM Growth
-$50.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$1.04M
3
+$290K
4
PG icon
Procter & Gamble
PG
+$124K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$122K

Top Sells

1
+$4.24M
2
+$2.83M
3
+$2.53M
4
PPG icon
PPG Industries
PPG
+$2.17M
5
XOM icon
Exxon Mobil
XOM
+$1.99M

Sector Composition

1 Consumer Staples 24.19%
2 Technology 14.27%
3 Industrials 13.92%
4 Healthcare 10.03%
5 Financials 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$48M 9.7%
1,184,050
2
$14.5M 2.92%
357,362
+100
3
$13.1M 2.64%
192,622
-15,888
4
$13M 2.62%
155,968
-23,865
5
$12.8M 2.58%
156,707
-12,245
6
$12.7M 2.57%
99,918
-10,753
7
$12.4M 2.51%
308,706
-26,231
8
$11.7M 2.37%
216,179
-19,407
9
$10.2M 2.05%
230,366
-19,134
10
$10.1M 2.03%
330,571
-26,293
11
$9.83M 1.99%
125,600
+1,585
12
$9.61M 1.94%
98,589
-7,979
13
$9.49M 1.92%
141,289
-10,765
14
$9.21M 1.86%
466,929
-34,206
15
$8.98M 1.81%
102,043
-10,060
16
$8.97M 1.81%
184,854
+5,976
17
$8.7M 1.76%
124,621
-14,941
18
$8.19M 1.65%
312,400
-72,775
19
$8.12M 1.64%
133,710
-13,771
20
$7.96M 1.61%
141,621
-11,897
21
$7.93M 1.6%
51,017
-1,524
22
$7.45M 1.5%
85,257
-3,113
23
$7.02M 1.42%
105,530
-6,676
24
$7.02M 1.42%
37,752
-1,655
25
$6.67M 1.35%
435,683
-15,489
1
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