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
$454M
AUM Growth
+$64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$1.98M
2
+$1.97M
3
+$1.62M
4
CARR icon
Carrier Global
CARR
+$1.51M
5
PLD icon
Prologis
PLD
+$951K

Top Sells

1
+$2.18M
2
+$1.27M
3
+$722K
4
ORCL icon
Oracle
ORCL
+$599K
5
ELME
Elme Communities
ELME
+$326K

Sector Composition

1 Technology 20.72%
2 Consumer Staples 14.89%
3 Healthcare 13.96%
4 Industrials 13.4%
5 Communication Services 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.49M 1.65%
135,807
+909
27
$7.4M 1.63%
119,250
+6,009
28
$6.98M 1.54%
53,491
+2,351
29
$6.73M 1.48%
40,197
+1,005
30
$6.68M 1.47%
48,785
+512
31
$6.62M 1.46%
74,550
32
$6.31M 1.39%
86,184
+1,877
33
$6.21M 1.37%
77,728
+3,769
34
$6.2M 1.36%
55,728
-493
35
$5.44M 1.2%
41,119
-201
36
$5.37M 1.18%
225,963
+34,002
37
$5.33M 1.17%
233,513
+4,171
38
$5.27M 1.16%
41,604
+3,949
39
$4.63M 1.02%
40,083
-387
40
$4.31M 0.95%
69,910
-35,329
41
$4.11M 0.91%
15,954
-195
42
$4.02M 0.89%
157,010
-28,204
43
$3.64M 0.8%
51,919
+1,385
44
$3.39M 0.75%
29,736
+1,305
45
$3.21M 0.71%
71,772
+1,190
46
$2.84M 0.62%
69,580
+3,094
47
$2.69M 0.59%
148,362
+3,997
48
$2.49M 0.55%
112,253
-14,666
49
$2.35M 0.52%
41,308
+795
50
$2.27M 0.5%
32,000
-1,080
1
2
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