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
$470M
AUM Growth
+$3.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$3.7M
2
+$784K
3
+$322K
4
MCD icon
McDonald's
MCD
+$278K
5
SCI icon
Service Corp International
SCI
+$221K

Top Sells

1
+$2.76M
2
+$2.5M
3
+$2.1M
4
ELME
Elme Communities
ELME
+$2.04M
5
NWL icon
Newell Brands
NWL
+$1.94M

Sector Composition

1 Technology 17.57%
2 Industrials 14.93%
3 Consumer Staples 14.23%
4 Healthcare 12.95%
5 Financials 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.06M 1.71%
153,303
-11,954
27
$7.66M 1.63%
104,375
-2,780
28
$7.43M 1.58%
172,933
-1,895
29
$7.37M 1.57%
138,046
-12,233
30
$6.06M 1.29%
75,719
-932
31
$5.92M 1.26%
233,612
-22,365
32
$5.73M 1.22%
85,611
-1,015
33
$5.55M 1.18%
14,937
-114
34
$5.32M 1.13%
45,510
-345
35
$5.14M 1.09%
93,373
+1,960
36
$5.08M 1.08%
176,702
-72,944
37
$4.88M 1.04%
74,550
38
$4.8M 1.02%
41,131
-700
39
$4.68M 1%
41,907
-372
40
$4.65M 0.99%
67,655
-1,122
41
$4.65M 0.99%
50,810
-522
42
$4.56M 0.97%
25,866
-421
43
$4.44M 0.94%
150,736
-22,221
44
$4.38M 0.93%
142,810
-66,670
45
$4.1M 0.87%
64,642
-9,750
46
$3.89M 0.83%
85,963
-39,294
47
$3.84M 0.82%
47,071
-15,125
48
$3.7M 0.79%
+44,135
49
$3.56M 0.76%
77,176
-2,279
50
$3.45M 0.73%
47,914
-26,805
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