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
$466M
AUM Growth
-$40.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$1.18M
3
+$636K
4
QCOM icon
Qualcomm
QCOM
+$494K
5
DUK icon
Duke Energy
DUK
+$327K

Top Sells

1
+$41.1M
2
+$2.69M
3
+$845K
4
EMR icon
Emerson Electric
EMR
+$775K
5
INTC icon
Intel
INTC
+$688K

Sector Composition

1 Technology 16.54%
2 Consumer Staples 15.53%
3 Industrials 14.62%
4 Healthcare 12.09%
5 Financials 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.56M 1.62%
150,279
-4,590
27
$7.17M 1.54%
174,828
-75
28
$6.91M 1.48%
249,646
-8,580
29
$6.54M 1.4%
107,155
-3,884
30
$6.38M 1.37%
231,894
+2,377
31
$6.35M 1.36%
209,480
-11,767
32
$6.21M 1.33%
255,977
-905
33
$6.06M 1.3%
76,651
+4,134
34
$5.74M 1.23%
91,413
+10,122
35
$5.61M 1.2%
86,626
+1,675
36
$5.5M 1.18%
213,308
+7,438
37
$5.27M 1.13%
125,257
-3,982
38
$5.05M 1.08%
15,051
-512
39
$5.02M 1.08%
62,196
+22,182
40
$4.92M 1.06%
119,219
-2,371
41
$4.88M 1.05%
172,957
-1,945
42
$4.81M 1.03%
45,855
-516
43
$4.65M 1%
74,392
-7,958
44
$4.6M 0.99%
42,279
-380
45
$4.44M 0.95%
41,831
+1,406
46
$4.38M 0.94%
68,777
-7,278
47
$4.37M 0.94%
51,332
-1,087
48
$4.32M 0.93%
26,287
+215
49
$4.32M 0.93%
74,550
-709,500
50
$4.19M 0.9%
74,719
+8,795
1
2
3 4 5