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
$509M
AUM Growth
+$32.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$2.42M
2
+$868K
3
+$283K
4
CVX icon
Chevron
CVX
+$283K
5
DHR icon
Danaher
DHR
+$273K

Top Sells

1
+$3.18M
2
+$2.31M
3
+$1.61M
4
MMM icon
3M
MMM
+$1.49M
5
VFC icon
VF Corp
VFC
+$636K

Sector Composition

1 Technology 22.08%
2 Industrials 14.07%
3 Healthcare 13.81%
4 Consumer Staples 11.2%
5 Financials 10.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$33.1M 6.5%
78,646
-126
2
$18.1M 3.56%
105,740
-677
3
$17.1M 3.35%
112,199
+1,176
4
$16.7M 3.28%
83,421
-560
5
$14.1M 2.76%
56,308
-304
6
$14M 2.75%
138,018
-766
7
$14M 2.75%
106,054
-351
8
$13.4M 2.64%
79,263
-735
9
$13M 2.56%
73,502
+891
10
$11.5M 2.25%
63,532
+1,102
11
$10.9M 2.15%
69,256
+1,795
12
$10.8M 2.11%
59,069
-391
13
$10.7M 2.1%
91,890
+539
14
$10.6M 2.08%
65,411
-183
15
$9.75M 1.91%
26,603
-4,404
16
$9.74M 1.91%
256,780
-1,883
17
$9.61M 1.89%
37,079
-500
18
$9.4M 1.85%
36,870
-3
19
$9.29M 1.82%
20,427
-134
20
$9.21M 1.81%
94,437
-397
21
$9.09M 1.79%
57,491
-168
22
$8.98M 1.76%
79,182
-398
23
$8.8M 1.73%
35,517
-25
24
$8.53M 1.68%
69,725
-626
25
$7.92M 1.55%
69,648
-218
1
2 3 4 5