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
-$39.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$4.38M
2
+$2.44M
3
+$1.62M
4
VZ icon
Verizon
VZ
+$1.25M
5
HPQ icon
HP
HPQ
+$1.25M

Top Sells

1
+$5.39M
2
+$4.01M
3
+$1.01M
4
PCAR icon
PACCAR
PCAR
+$941K
5
NUE icon
Nucor
NUE
+$819K

Sector Composition

1 Consumer Staples 26.84%
2 Technology 14.22%
3 Industrials 14.01%
4 Healthcare 9.35%
5 Financials 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.13M 1.35%
138,784
+55,146
27
$6.03M 1.33%
101,932
-3,598
28
$5.9M 1.3%
135,675
+28,707
29
$5.88M 1.29%
236,031
-4,409
30
$5.82M 1.28%
120,716
-12,994
31
$5.8M 1.27%
109,279
32
$5.75M 1.26%
90,662
-2,308
33
$5.6M 1.23%
227,667
+6,150
34
$5.34M 1.17%
67,678
+20,565
35
$5.25M 1.15%
80,405
+7,807
36
$5.05M 1.11%
127,089
-6,122
37
$4.9M 1.08%
37,389
-348
38
$4.89M 1.07%
416,651
-19,032
39
$4.88M 1.07%
195,955
+37,339
40
$4.84M 1.06%
47,409
-190
41
$4.78M 1.05%
88,885
-3,350
42
$4.76M 1.05%
66,319
-1,801
43
$4.56M 1%
116,959
-5,123
44
$4.43M 0.97%
147,750
-2,305
45
$4.42M 0.97%
46,909
-461
46
$4.38M 0.96%
+62,037
47
$4.27M 0.94%
36,059
-2,437
48
$4.24M 0.93%
58,898
-1,369
49
$4.01M 0.88%
257,407
+1,096
50
$3.94M 0.87%
104,945
-21,807
1
2
3 4 5