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
$462M
AUM Growth
+$7.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$891K
2
+$720K
3
+$537K
4
CCI icon
Crown Castle
CCI
+$427K
5
VZ icon
Verizon
VZ
+$407K

Top Sells

1
+$1.75M
2
+$1.69M
3
+$522K
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$509K
5
JNJ icon
Johnson & Johnson
JNJ
+$353K

Sector Composition

1 Technology 22%
2 Industrials 14.63%
3 Healthcare 14.32%
4 Consumer Staples 12.52%
5 Financials 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.7M 1.67%
39,652
-265
27
$7.46M 1.61%
260,927
+18,780
28
$7.41M 1.6%
84,979
-309
29
$7.4M 1.6%
73,128
+369
30
$7.09M 1.53%
70,835
+136
31
$7.05M 1.53%
37,831
+55
32
$6.97M 1.51%
38,250
-238
33
$6.56M 1.42%
125,473
-292
34
$6.38M 1.38%
61,791
+8,623
35
$5.68M 1.23%
70,516
+8,936
36
$5.34M 1.16%
142,937
-506
37
$4.89M 1.06%
106,879
+481
38
$4.89M 1.06%
78,784
-3,592
39
$4.8M 1.04%
49,349
-729
40
$4.79M 1.04%
49,641
+22
41
$4.7M 1.02%
35,859
-2,210
42
$4.59M 0.99%
118,131
+10,470
43
$4.51M 0.97%
51,290
+1,114
44
$3.77M 0.81%
11,328
-1,530
45
$3.72M 0.8%
51,855
-599
46
$3.61M 0.78%
48,035
-568
47
$3.44M 0.74%
105,183
-4,844
48
$3.08M 0.67%
33,160
+25
49
$3.04M 0.66%
117,379
-3,816
50
$2.77M 0.6%
8,955
-528
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2
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