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
$477M
AUM Growth
+$28.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$1.11M
3
+$384K
4
FMAO icon
Farmers & Merchants Bancorp
FMAO
+$242K
5
DHR icon
Danaher
DHR
+$224K

Top Sells

1
+$1.11M
2
+$1.08M
3
+$812K
4
XOM icon
Exxon Mobil
XOM
+$546K
5
VFC icon
VF Corp
VFC
+$531K

Sector Composition

1 Technology 22.93%
2 Industrials 14.73%
3 Healthcare 13.99%
4 Consumer Staples 11.02%
5 Financials 10.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$29.6M 6.21%
78,772
-2,881
2
$20.5M 4.3%
106,417
-5,755
3
$15.6M 3.28%
111,023
-2,140
4
$14.3M 3%
83,981
-2,916
5
$13.2M 2.77%
56,612
-1,860
6
$13M 2.73%
138,784
-5,420
7
$11.6M 2.43%
106,405
-1,423
8
$11.6M 2.43%
79,998
-3,215
9
$10.3M 2.17%
72,611
-1,173
10
$10.1M 2.11%
67,461
-2,934
11
$9.61M 2.02%
65,594
-1,995
12
$9.49M 1.99%
62,430
+2,526
13
$9.32M 1.96%
20,561
-603
14
$9.21M 1.93%
59,460
-690
15
$9.17M 1.92%
31,007
-1,325
16
$9.13M 1.92%
91,351
-5,460
17
$9.04M 1.9%
57,659
-175
18
$8.72M 1.83%
36,873
-1,359
19
$8.71M 1.83%
258,663
-2,870
20
$8.66M 1.82%
43,891
-1,123
21
$8.49M 1.78%
37,579
-2,159
22
$8.16M 1.71%
35,542
-1,015
23
$7.98M 1.67%
94,834
-1,389
24
$7.75M 1.62%
79,580
-3,002
25
$7.71M 1.62%
106,493
-2,785
1
2 3 4 5