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
$619M
AUM Growth
-$32.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$5.46M
2
+$598K
3
+$387K
4
AMZN icon
Amazon
AMZN
+$248K
5
SHEL icon
Shell
SHEL
+$213K

Top Sells

1
+$2.05M
2
+$2.03M
3
+$1.27M
4
CVX icon
Chevron
CVX
+$1.1M
5
OLN icon
Olin
OLN
+$1.06M

Sector Composition

1 Technology 21.28%
2 Industrials 14.82%
3 Healthcare 14.27%
4 Consumer Staples 12.17%
5 Financials 8.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.96M 1.61%
101,555
-565
27
$9.81M 1.59%
71,250
28
$9.39M 1.52%
113,746
-4,629
29
$8.68M 1.4%
40,579
-1,758
30
$8.65M 1.4%
45,853
-890
31
$8.64M 1.4%
73,005
-10,708
32
$8.39M 1.36%
173,079
-2,478
33
$8.23M 1.33%
147,675
-2,393
34
$8.09M 1.31%
72,429
+138
35
$7.7M 1.24%
155,275
-4,636
36
$7.43M 1.2%
145,907
+2,078
37
$7.05M 1.14%
38,119
+100
38
$6.83M 1.1%
54,850
+1,608
39
$6.57M 1.06%
39,248
-1,039
40
$6.21M 1%
109,229
+6,806
41
$6.2M 1%
55,845
+49,242
42
$5.97M 0.97%
130,187
+13,047
43
$5.7M 0.92%
75,141
-5,033
44
$5.21M 0.84%
55,508
-941
45
$5M 0.81%
47,997
-1,110
46
$4.86M 0.79%
14,018
-1,043
47
$4.77M 0.77%
36,722
-125
48
$4.77M 0.77%
33,640
+397
49
$4.44M 0.72%
60,401
-1,998
50
$4M 0.65%
64,513
-453
1
2
3 4 5