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
$651M
AUM Growth
+$60.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$3.47M
2
+$2.05M
3
+$385K
4
CCI icon
Crown Castle
CCI
+$382K
5
CAT icon
Caterpillar
CAT
+$342K

Top Sells

1
+$4.28M
2
+$2.11M
3
+$601K
4
OTIS icon
Otis Worldwide
OTIS
+$526K
5
LMT icon
Lockheed Martin
LMT
+$455K

Sector Composition

1 Technology 22.42%
2 Industrials 13.76%
3 Healthcare 12.85%
4 Consumer Staples 12.51%
5 Financials 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.4M 1.6%
71,250
-29,329
27
$10.1M 1.55%
60,580
+740
28
$9.51M 1.46%
150,068
+54,833
29
$9.49M 1.46%
102,120
-16
30
$9.14M 1.4%
106,240
+218
31
$8.66M 1.33%
38,019
+1,387
32
$8.42M 1.29%
175,557
+6,321
33
$8.23M 1.26%
159,911
-2,406
34
$8.18M 1.26%
42,337
-439
35
$7.91M 1.21%
53,242
+189
36
$7.58M 1.16%
72,291
-142
37
$7.5M 1.15%
102,423
-1,329
38
$7.47M 1.15%
143,829
+1,063
39
$7.24M 1.11%
118,375
-811
40
$7M 1.07%
40,287
-466
41
$6.84M 1.05%
80,174
+149
42
$6.35M 0.98%
117,140
+5,753
43
$5.91M 0.91%
49,107
-543
44
$5.88M 0.9%
33,243
+1,040
45
$5.47M 0.84%
15,061
-141
46
$5.36M 0.82%
56,449
+133
47
$5.04M 0.77%
62,399
+356
48
$4.92M 0.76%
36,847
-2,170
49
$4.08M 0.63%
28,200
-620
50
$3.85M 0.59%
64,966
-985
1
2
3 4 5