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
$609M
AUM Growth
+$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$5.83M
2
+$1.33M
3
+$671K
4
CB icon
Chubb
CB
+$492K
5
MKC icon
McCormick & Company Non-Voting
MKC
+$440K

Top Sells

1
+$3.74M
2
+$2.45M
3
+$2.2M
4
INTC icon
Intel
INTC
+$1.65M
5
LEG icon
Leggett & Platt
LEG
+$1.41M

Sector Composition

1 Technology 20.06%
2 Industrials 14.57%
3 Consumer Staples 13.35%
4 Healthcare 12.57%
5 Communication Services 9.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.89M 1.62%
94,415
+2,775
27
$9.3M 1.53%
165,741
-29,351
28
$9.15M 1.5%
107,290
-1,180
29
$8.87M 1.46%
47,587
-229
30
$8.51M 1.4%
103,670
+255
31
$8.44M 1.39%
50,836
-953
32
$7.82M 1.28%
139,573
+829
33
$7.68M 1.26%
37,314
-868
34
$7.61M 1.25%
120,666
-4,042
35
$7.48M 1.23%
165,128
-1,766
36
$7.22M 1.19%
73,187
-2,617
37
$6.9M 1.13%
43,406
+3,093
38
$6.64M 1.09%
81,687
-2,021
39
$6.52M 1.07%
37,900
+33,900
40
$6.17M 1.01%
41,670
-132
41
$5.79M 0.95%
58,441
-1,460
42
$5.53M 0.91%
39,436
-697
43
$5.48M 0.9%
112,725
-2,276
44
$5.45M 0.89%
45,315
+5,585
45
$5.32M 0.87%
244,935
-11,152
46
$5.29M 0.87%
15,342
-165
47
$4.82M 0.79%
62,244
-944
48
$4.82M 0.79%
32,013
+548
49
$3.94M 0.65%
62,197
-2,022
50
$3.69M 0.61%
45,161
-593
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