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
$470M
AUM Growth
+$61.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$4.57M
2
+$2.36M
3
+$2.05M
4
AAPL icon
Apple
AAPL
+$1.76M
5
XOM icon
Exxon Mobil
XOM
+$1.25M

Top Sells

1
+$2.91M
2
+$2.34M
3
+$810K
4
HOG icon
Harley-Davidson
HOG
+$729K
5
JNJ icon
Johnson & Johnson
JNJ
+$575K

Sector Composition

1 Technology 18.34%
2 Consumer Staples 14.18%
3 Industrials 13.81%
4 Healthcare 12.71%
5 Financials 8.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$20.8M 4.44%
176,710
+1,271
2
$14.5M 3.08%
182,352
-1,418
3
$13.8M 2.95%
171,381
+15,435
4
$13.5M 2.88%
133,561
+1,497
5
$12.5M 2.66%
232,271
-1,349
6
$12.2M 2.6%
152,030
+171
7
$11.9M 2.54%
203,180
+3,640
8
$11.8M 2.52%
73,951
+1,295
9
$11.7M 2.5%
62,738
-354
10
$11.7M 2.48%
218,950
+7,990
11
$11.6M 2.47%
216,012
-54,256
12
$11M 2.35%
78,898
-4,112
13
$10.3M 2.2%
99,314
-3,829
14
$9.82M 2.09%
107,679
+1,000
15
$9.77M 2.08%
121,279
+6,500
16
$9.59M 2.04%
86,350
+41,123
17
$9.52M 2.03%
77,269
+3,495
18
$9.5M 2.02%
116,089
+16
19
$9.48M 2.02%
31,580
+1,056
20
$9.03M 1.92%
66,628
+787
21
$8.86M 1.89%
109,202
+1,713
22
$8.69M 1.85%
174,015
-716
23
$8.06M 1.72%
74,927
+3,374
24
$7.97M 1.7%
167,121
+4,317
25
$7.84M 1.67%
132,659
-2,533
1
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