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
$508M
AUM Growth
+$34.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$1.95M
2
+$1.11M
3
+$934K
4
BAC icon
Bank of America
BAC
+$804K
5
SLB icon
SLB Ltd
SLB
+$710K

Top Sells

1
+$2.94M
2
+$1.59M
3
+$1.12M
4
KHC icon
Kraft Heinz
KHC
+$775K
5
CPK icon
Chesapeake Utilities
CPK
+$441K

Sector Composition

1 Technology 18.14%
2 Consumer Staples 14.25%
3 Industrials 13.56%
4 Healthcare 12.94%
5 Financials 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.18M 1.61%
133,199
-874
27
$7.83M 1.54%
90,190
-2,126
28
$7.27M 1.43%
82,406
-1,351
29
$7.12M 1.4%
244,636
+598
30
$6.74M 1.33%
73,867
-72
31
$6.63M 1.31%
188,291
+22,841
32
$6.63M 1.3%
44,939
-290
33
$6.45M 1.27%
55,070
-215
34
$6.44M 1.27%
218,118
-4,094
35
$6.42M 1.26%
48,538
-117
36
$6.4M 1.26%
49,981
-826
37
$6.38M 1.25%
74,550
38
$5.86M 1.15%
110,598
-3,270
39
$5.81M 1.14%
84,447
+1,593
40
$5.65M 1.11%
41,325
-895
41
$5.55M 1.09%
39,046
+3
42
$4.7M 0.93%
30,222
-103
43
$4.5M 0.89%
15,789
-1,414
44
$4.22M 0.83%
49,657
-1,260
45
$4.03M 0.79%
12,378
-344
46
$3.97M 0.78%
71,654
-458
47
$3.87M 0.76%
137,320
+1,769
48
$3.81M 0.75%
130,502
-2,273
49
$3.02M 0.59%
55,244
-953
50
$2.88M 0.57%
44,841
-3,972
1
2
3 4 5