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
$473M
AUM Growth
+$3.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$2.45M
2
+$2.06M
3
+$1.55M
4
UPS icon
United Parcel Service
UPS
+$1.04M
5
WFC icon
Wells Fargo
WFC
+$734K

Top Sells

1
+$2.86M
2
+$2.52M
3
+$2.25M
4
DD icon
DuPont de Nemours
DD
+$1.88M
5
KHC icon
Kraft Heinz
KHC
+$1.04M

Sector Composition

1 Technology 18.51%
2 Consumer Staples 14.33%
3 Industrials 13.96%
4 Healthcare 12.6%
5 Financials 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.66M 1.62%
230,642
+1,935
27
$7.61M 1.61%
114,038
-490
28
$7.56M 1.6%
132,285
-374
29
$7.09M 1.5%
53,796
-421
30
$6.59M 1.39%
74,740
-497
31
$6.57M 1.39%
45,304
+14,227
32
$6.49M 1.37%
131,096
-1,936
33
$6.44M 1.36%
84,722
+855
34
$5.91M 1.25%
82,515
-748
35
$5.78M 1.22%
55,968
+10,049
36
$5.78M 1.22%
74,550
37
$5.68M 1.2%
224,589
-2,131
38
$5.62M 1.19%
49,483
-730
39
$5.57M 1.18%
42,468
-545
40
$5.14M 1.09%
39,413
-130
41
$4.81M 1.02%
165,980
+2,203
42
$4.68M 0.99%
12,854
-1,904
43
$4.54M 0.96%
30,791
+147
44
$4.44M 0.94%
16,698
+339
45
$4.12M 0.87%
52,507
+1,111
46
$4M 0.85%
138,636
-13,015
47
$3.77M 0.8%
74,132
-1,779
48
$3.75M 0.79%
49,906
-25,021
49
$3.73M 0.79%
139,386
-3,075
50
$3.68M 0.78%
72,735
+1,953
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