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
$414M
AUM Growth
-$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$203K
2
+$184K
3
+$75.3K
4
HD icon
Home Depot
HD
+$55.9K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$49.9K

Top Sells

1
+$6.79M
2
+$6.39M
3
+$5.02M
4
LMT icon
Lockheed Martin
LMT
+$4.93M
5
TGT icon
Target
TGT
+$4.24M

Sector Composition

1 Technology 20.98%
2 Healthcare 15.4%
3 Industrials 14%
4 Consumer Staples 12.02%
5 Financials 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.05M 1.7%
72,874
-147
27
$7.02M 1.69%
47,319
+1,366
28
$6.69M 1.61%
122,009
-46,593
29
$6.32M 1.52%
38,698
-85
30
$6.26M 1.51%
85,530
-16,993
31
$6.19M 1.49%
37,739
-18,220
32
$6.06M 1.46%
64,214
-28,197
33
$5.78M 1.4%
143,813
-30,536
34
$5.64M 1.36%
38,244
+25
35
$5.06M 1.22%
54,772
-179
36
$4.99M 1.2%
61,745
+605
37
$4.57M 1.1%
49,161
-23,384
38
$4.33M 1.05%
36,494
-203
39
$4.27M 1.03%
112,368
-33,559
40
$4.04M 0.98%
14,062
-14
41
$3.97M 0.96%
47,843
-7,015
42
$3.84M 0.93%
108,125
-12,109
43
$3.6M 0.87%
36,324
-185
44
$3.58M 0.86%
63,931
-549
45
$3.5M 0.84%
49,778
-25,189
46
$3.47M 0.84%
86,860
-64,439
47
$3.28M 0.79%
47,822
-50
48
$3.21M 0.78%
107,437
-5,748
49
$2.95M 0.71%
124,010
-4,547
50
$2.94M 0.71%
114,055
-40,182
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