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
$474M
AUM Growth
+$960K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$1.41M
2
+$382K
3
+$313K
4
OLN icon
Olin
OLN
+$302K
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$240K

Top Sells

1
+$4.08M
2
+$1.55M
3
+$686K
4
HPE icon
Hewlett Packard
HPE
+$568K
5
KHC icon
Kraft Heinz
KHC
+$530K

Sector Composition

1 Technology 17.76%
2 Consumer Staples 14.78%
3 Industrials 13.83%
4 Healthcare 12.49%
5 Financials 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.58M 1.6%
113,361
-677
27
$7.19M 1.52%
128,344
-2,752
28
$7.09M 1.5%
73,939
-801
29
$7.06M 1.49%
50,807
-2,989
30
$6.96M 1.47%
244,038
+13,396
31
$6.62M 1.4%
55,285
-683
32
$6.39M 1.35%
83,757
-965
33
$6.35M 1.34%
222,212
-2,377
34
$6.27M 1.32%
113,868
-74,116
35
$6.22M 1.31%
45,229
-75
36
$6.09M 1.29%
82,854
+339
37
$6.06M 1.28%
48,655
-828
38
$5.81M 1.23%
74,550
39
$5.79M 1.22%
42,220
-248
40
$5.43M 1.15%
39,043
-370
41
$4.89M 1.03%
30,325
-466
42
$4.84M 1.02%
12,722
-132
43
$4.83M 1.02%
165,450
-530
44
$4.63M 0.98%
17,203
+505
45
$3.92M 0.83%
72,112
-2,020
46
$3.87M 0.82%
135,551
-3,085
47
$3.87M 0.82%
50,917
-1,590
48
$3.63M 0.77%
132,775
-6,611
49
$3.48M 0.73%
48,813
-1,093
50
$2.78M 0.59%
69,446
-3,289
1
2
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