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
$547M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$3.36M
2
+$1.42M
3
+$936K
4
CDK
CDK Global, Inc.
CDK
+$682K
5
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$386K

Top Sells

1
+$5.71M
2
+$2.74M
3
+$1.83M
4
SLB icon
SLB Limited
SLB
+$1.57M
5
HPQ icon
HP
HPQ
+$1.5M

Sector Composition

1 Consumer Staples 21.89%
2 Technology 15.99%
3 Industrials 14.54%
4 Healthcare 8.86%
5 Financials 8.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.39M 1.35%
53,810
-1,881
27
$7.23M 1.32%
97,256
-400
28
$6.91M 1.26%
75,485
+1,023
29
$6.91M 1.26%
66,753
-3,005
30
$6.74M 1.23%
97,362
+25
31
$6.65M 1.22%
240,484
+3,630
32
$6.65M 1.22%
112,656
-2,173
33
$6.61M 1.21%
134,721
+19,085
34
$6.2M 1.13%
171,636
-18,920
35
$6.17M 1.13%
243,033
-731
36
$6.03M 1.1%
53,785
-1,401
37
$5.91M 1.08%
224,515
-8,683
38
$5.79M 1.06%
72,875
-1,569
39
$5.58M 1.02%
146,379
-4,605
40
$5.49M 1%
83,323
+1,511
41
$5.43M 0.99%
109,279
-902
42
$5.27M 0.96%
40,524
-908
43
$5.26M 0.96%
85,143
+3,130
44
$5.22M 0.95%
131,650
-2,434
45
$5.2M 0.95%
111,179
-41
46
$5.17M 0.94%
54,834
-52
47
$5.16M 0.94%
113,790
+2,395
48
$5.14M 0.94%
54,378
-2,295
49
$5.07M 0.93%
120,071
-1,840
50
$5.06M 0.92%
60,552
+32
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