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
$591M
AUM Growth
-$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$4.78M
2
+$3.6M
3
+$484K
4
LMT icon
Lockheed Martin
LMT
+$461K
5
WBA
Walgreens Boots Alliance
WBA
+$400K

Top Sells

1
+$3.03M
2
+$1.99M
3
+$1.87M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$904K
5
LEG icon
Leggett & Platt
LEG
+$793K

Sector Composition

1 Technology 20.76%
2 Industrials 14.14%
3 Consumer Staples 12.68%
4 Healthcare 12.5%
5 Communication Services 9.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.55M 1.62%
94,143
-272
27
$9.15M 1.55%
47,155
-432
28
$9.11M 1.54%
106,022
-1,268
29
$8.93M 1.51%
49,027
+298
30
$8.65M 1.46%
162,317
-3,424
31
$7.85M 1.33%
169,236
+4,108
32
$7.78M 1.32%
53,053
+2,217
33
$7.71M 1.31%
142,766
+3,193
34
$7.42M 1.26%
42,776
-630
35
$7.17M 1.21%
36,632
-682
36
$7.07M 1.2%
72,433
-754
37
$7.01M 1.19%
119,186
-1,480
38
$6.95M 1.18%
103,752
+82
39
$6.13M 1.04%
40,753
-917
40
$6.05M 1.02%
80,025
-1,662
41
$5.76M 0.98%
111,387
-1,338
42
$5.54M 0.94%
49,650
+4,335
43
$5.34M 0.9%
56,316
-2,125
44
$5.18M 0.88%
95,235
+87,916
45
$5.18M 0.88%
39,017
-419
46
$5.14M 0.87%
15,202
-140
47
$4.65M 0.79%
32,203
+190
48
$4.46M 0.75%
218,559
-26,376
49
$4.22M 0.71%
62,043
-201
50
$3.85M 0.65%
28,820
-440
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2
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