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
$519M
AUM Growth
+$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$4.19M
2
+$2.28M
3
+$2.04M
4
NWL icon
Newell Brands
NWL
+$823K
5
OXY icon
Occidental Petroleum
OXY
+$650K

Top Sells

1
+$3.54M
2
+$2.52M
3
+$1.25M
4
JWN
Nordstrom
JWN
+$1.04M
5
GE icon
GE Aerospace
GE
+$838K

Sector Composition

1 Consumer Staples 20.63%
2 Industrials 15.48%
3 Technology 14.52%
4 Healthcare 11.42%
5 Financials 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.25M 1.59%
155,934
-77
27
$7.77M 1.5%
92,864
-10,017
28
$7.58M 1.46%
258,003
+3,187
29
$7.42M 1.43%
145,797
+3,060
30
$6.83M 1.32%
213,511
-325
31
$6.82M 1.31%
219,219
+2,812
32
$6.55M 1.26%
246,932
+1,259
33
$6.46M 1.25%
113,262
-2,553
34
$6.4M 1.23%
84,855
-496
35
$6.35M 1.22%
148,313
+47,571
36
$6.28M 1.21%
164,336
+109,516
37
$5.78M 1.11%
122,052
-8,510
38
$5.35M 1.03%
27,168
-686
39
$5.25M 1.01%
82,616
-380
40
$5.03M 0.97%
41,950
+748
41
$5M 0.96%
161,759
+26,652
42
$4.99M 0.96%
46,374
-273
43
$4.93M 0.95%
58,661
-150
44
$4.92M 0.95%
76,107
-39,035
45
$4.86M 0.94%
16,476
-641
46
$4.83M 0.93%
163,682
+21,765
47
$4.58M 0.88%
38,416
-53
48
$4.57M 0.88%
58,729
-107
49
$4.2M 0.81%
28,759
-271
50
$4.12M 0.79%
38,945
-489
1
2
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