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
$455M
AUM Growth
+$40.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$1.85M
2
+$1.17M
3
+$1.15M
4
DIS icon
Walt Disney
DIS
+$563K
5
XOM icon
Exxon Mobil
XOM
+$392K

Top Sells

1
+$1.2M
2
+$1.09M
3
+$965K
4
VFC icon
VF Corp
VFC
+$594K
5
MMM icon
3M
MMM
+$461K

Sector Composition

1 Technology 19.8%
2 Healthcare 15.72%
3 Industrials 15.42%
4 Consumer Staples 12.61%
5 Financials 9.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$20.5M 4.5%
85,354
-1,443
2
$15.3M 3.36%
117,677
-971
3
$14.5M 3.18%
60,503
-944
4
$14.2M 3.13%
128,142
+606
5
$13.1M 2.88%
72,939
-565
6
$12M 2.63%
89,207
-721
7
$11.8M 2.59%
72,975
-365
8
$11.6M 2.55%
145,784
-1,105
9
$11.1M 2.44%
100,511
+3,557
10
$10.9M 2.39%
73,034
-681
11
$10.8M 2.38%
61,221
+1,649
12
$10.8M 2.37%
71,088
+1,183
13
$10.6M 2.33%
21,757
-329
14
$10.5M 2.32%
146,309
-2,808
15
$10.2M 2.24%
114,828
-427
16
$9.93M 2.18%
40,279
-487
17
$8.95M 1.97%
88,693
-875
18
$8.92M 1.96%
37,254
-485
19
$8.91M 1.96%
81,083
-839
20
$8.81M 1.94%
39,917
-710
21
$8.42M 1.85%
71,250
22
$8.2M 1.8%
47,170
-65
23
$8.19M 1.8%
85,288
-242
24
$8.15M 1.79%
122,214
+205
25
$8.08M 1.78%
59,537
-667
1
2 3 4 5