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
$493M
AUM Growth
-$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.19M
3
+$621K
4
DXC icon
DXC Technology
DXC
+$592K
5
CPK icon
Chesapeake Utilities
CPK
+$517K

Top Sells

1
+$19.5M
2
+$1.68M
3
+$1.42M
4
ORCL icon
Oracle
ORCL
+$1.4M
5
MSFT icon
Microsoft
MSFT
+$884K

Sector Composition

1 Consumer Staples 23.46%
2 Industrials 15.44%
3 Technology 13.96%
4 Healthcare 11.57%
5 Financials 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.25M 1.47%
69,464
-450
27
$6.99M 1.42%
156,603
+13,913
28
$6.93M 1.41%
217,247
-815
29
$6.92M 1.4%
242,865
+14,106
30
$6.87M 1.39%
46,732
-387
31
$6.76M 1.37%
124,668
+1,391
32
$6.57M 1.33%
242,748
+7,515
33
$6.44M 1.31%
214,386
-6,895
34
$6.26M 1.27%
84,471
-495
35
$6.25M 1.27%
116,514
-600
36
$5.93M 1.2%
107,456
+4,613
37
$5.83M 1.18%
132,392
-375
38
$5.67M 1.15%
116,570
-340
39
$5.01M 1.02%
58,531
-356
40
$4.97M 1.01%
46,767
-164
41
$4.92M 1%
28,267
-1,464
42
$4.91M 1%
58,716
-181
43
$4.83M 0.98%
83,491
-350
44
$4.72M 0.96%
40,832
-745
45
$4.66M 0.95%
39,694
-855
46
$4.43M 0.9%
92,592
+2,275
47
$4.31M 0.87%
38,979
+1,631
48
$4.28M 0.87%
78,793
+21,966
49
$4.24M 0.86%
29,165
-2,651
50
$4.11M 0.83%
95,098
+7,051
1
2
3 4 5