TCM

Tufton Capital Management Portfolio holdings

AUM $561M
1-Year Est. Return 15.35%
This Quarter Est. Return
1 Year Est. Return
+15.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$507M
AUM Growth
-$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$1.41M
3
+$1.12M
4
MDLZ icon
Mondelez International
MDLZ
+$1.11M
5
DUK icon
Duke Energy
DUK
+$1.07M

Top Sells

1
+$2.35M
2
+$712K
3
+$710K
4
MSFT icon
Microsoft
MSFT
+$563K
5
INTC icon
Intel
INTC
+$494K

Sector Composition

1 Consumer Staples 21.43%
2 Technology 15.11%
3 Industrials 14.72%
4 Healthcare 11.55%
5 Financials 8.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.5M 1.48%
106,679
27
$7.41M 1.46%
154,869
-1,065
28
$7.3M 1.44%
174,903
+26,590
29
$6.92M 1.36%
256,882
-1,121
30
$6.65M 1.31%
111,039
-2,223
31
$6.4M 1.26%
229,517
+16,006
32
$6.32M 1.25%
258,226
+11,294
33
$6.09M 1.2%
84,951
+96
34
$6.04M 1.19%
221,247
+2,028
35
$5.62M 1.11%
72,517
+13,856
36
$5.6M 1.11%
86,707
-6,157
37
$5.54M 1.09%
129,239
-16,558
38
$5.36M 1.06%
121,590
-462
39
$5.25M 1.03%
174,902
+11,220
40
$5.25M 1.03%
205,870
+44,111
41
$5.1M 1.01%
15,563
-913
42
$5.06M 1%
81,291
+22,562
43
$5.06M 1%
76,055
-52
44
$5.03M 0.99%
82,350
-266
45
$4.79M 0.94%
26,072
-1,096
46
$4.66M 0.92%
46,371
-3
47
$4.66M 0.92%
42,659
+709
48
$4.38M 0.86%
52,419
-490
49
$4.23M 0.83%
40,425
+2,009
50
$4.02M 0.79%
29,399
+640
1
2
3 4 5