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
$464M
AUM Growth
+$1.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$641K
2
+$286K
3
+$260K
4
TSLA icon
Tesla
TSLA
+$246K
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$229K

Top Sells

1
+$902K
2
+$865K
3
+$830K
4
MDLZ icon
Mondelez International
MDLZ
+$736K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$685K

Sector Composition

1 Technology 22.89%
2 Industrials 14.42%
3 Healthcare 14.23%
4 Consumer Staples 11.58%
5 Financials 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.74M 1.67%
44,969
-2,437
27
$7.68M 1.66%
39,874
+222
28
$7.5M 1.62%
82,971
-2,008
29
$7.48M 1.61%
36,522
-1,309
30
$7.43M 1.6%
65,235
+2,509
31
$7.21M 1.55%
251,176
-9,751
32
$6.85M 1.48%
77,795
+7,279
33
$6.57M 1.42%
35,468
-2,782
34
$6.26M 1.35%
121,032
-4,441
35
$6.2M 1.34%
69,412
-1,423
36
$6.06M 1.31%
142,058
-879
37
$5.34M 1.15%
107,448
+569
38
$4.68M 1.01%
47,942
-1,407
39
$4.61M 0.99%
51,353
+1,712
40
$4.5M 0.97%
120,954
+2,823
41
$4.37M 0.94%
72,504
-6,280
42
$4.29M 0.92%
51,225
-65
43
$3.97M 0.86%
29,659
-6,200
44
$3.9M 0.84%
11,328
45
$3.63M 0.78%
47,081
-954
46
$3.51M 0.76%
49,131
-2,724
47
$3.44M 0.74%
102,821
-2,362
48
$3.34M 0.72%
33,110
-50
49
$3.08M 0.66%
116,954
-425
50
$2.97M 0.64%
26,069
+1,850
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