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
$448M
AUM Growth
-$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$1.47M
3
+$780K
4
MMM icon
3M
MMM
+$770K
5
DIS icon
Walt Disney
DIS
+$426K

Top Sells

1
+$746K
2
+$415K
3
+$316K
4
MSFT icon
Microsoft
MSFT
+$291K
5
PG icon
Procter & Gamble
PG
+$235K

Sector Composition

1 Technology 22.35%
2 Industrials 14.66%
3 Healthcare 14.25%
4 Consumer Staples 10.86%
5 Financials 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$25.8M 5.75%
81,653
-923
2
$19.2M 4.28%
112,172
-491
3
$14.9M 3.33%
113,163
+1,335
4
$14.1M 3.14%
58,472
-336
5
$12.8M 2.86%
144,204
-488
6
$12.6M 2.81%
86,897
-135
7
$11.9M 2.65%
70,395
-169
8
$11.4M 2.54%
96,811
-1,167
9
$11.1M 2.48%
107,828
-513
10
$9.86M 2.2%
67,589
-1,609
11
$9.24M 2.06%
83,213
+118
12
$9.01M 2.01%
57,834
-72
13
$8.97M 2%
60,150
-222
14
$8.83M 1.97%
32,332
-2,734
15
$8.66M 1.93%
21,164
+452
16
$8.27M 1.85%
39,738
-136
17
$8.16M 1.82%
73,784
+569
18
$8.15M 1.82%
140,336
-2,518
19
$7.98M 1.78%
82,582
-389
20
$7.83M 1.75%
45,014
+45
21
$7.61M 1.7%
59,904
-1,199
22
$7.58M 1.69%
109,278
-2,806
23
$7.53M 1.68%
38,232
+1,064
24
$7.49M 1.67%
48,081
+1,284
25
$7.31M 1.63%
36,557
+35
1
2 3 4 5