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
$402M
AUM Growth
-$4.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$4.02M
2
+$1.36M
3
+$1.18M
4
HPQ icon
HP
HPQ
+$486K
5
ABT icon
Abbott
ABT
+$428K

Top Sells

1
+$8.49M
2
+$7.59M
3
+$4.05M
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$2.04M
5
MUR icon
Murphy Oil
MUR
+$1.41M

Sector Composition

1 Technology 17.39%
2 Industrials 16.73%
3 Consumer Staples 16.09%
4 Healthcare 11.35%
5 Financials 8.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.4M 3.58%
94,370
-832
2
$12.5M 3.1%
151,376
-510
3
$12.3M 3.07%
223,018
-1,678
4
$12.2M 3.03%
297,188
+630
5
$11.7M 2.92%
140,266
-1,479
6
$10.9M 2.71%
183,750
-155
7
$10.3M 2.57%
204,064
+177
8
$10.2M 2.54%
315,970
-2,132
9
$10.2M 2.53%
93,877
+207
10
$9.94M 2.48%
120,782
-379
11
$9.11M 2.27%
436,186
-7,172
12
$8.03M 2%
147,567
+7,699
13
$7.94M 1.98%
139,077
+3,511
14
$7.86M 1.96%
210,980
-3,460
15
$7.7M 1.92%
34,757
-215
16
$7.65M 1.91%
120,875
-442
17
$7.54M 1.88%
90,551
-155
18
$7.45M 1.85%
83,038
+4,467
19
$7.39M 1.84%
117,376
+349
20
$7.28M 1.81%
141,845
+6,682
21
$7.23M 1.8%
133,661
+1,100
22
$7.18M 1.79%
148,435
+2,794
23
$6.99M 1.74%
48,266
+440
24
$6.88M 1.71%
72,158
+537
25
$6.86M 1.71%
231,749
-477
1
2 3 4