TCM

Tufton Capital Management Portfolio holdings

AUM $561M
1-Year Est. Return 15.35%
This Quarter Est. Return
1 Year Est. Return
+15.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$519M
AUM Growth
-$9.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$2.71M
2
+$1.34M
3
+$455K
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$269K
5
BLK icon
Blackrock
BLK
+$267K

Top Sells

1
+$2.48M
2
+$1.67M
3
+$830K
4
TSLA icon
Tesla
TSLA
+$673K
5
ADP icon
Automatic Data Processing
ADP
+$520K

Sector Composition

1 Technology 21.73%
2 Healthcare 14.13%
3 Industrials 12.81%
4 Financials 11.99%
5 Consumer Staples 10.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.21M 1.58%
74,891
-1,836
27
$7.68M 1.48%
113,208
-63
28
$7.48M 1.44%
71,631
-2,524
29
$7.01M 1.35%
28,192
+451
30
$6.85M 1.32%
43,127
+310
31
$6.79M 1.31%
65,158
+919
32
$6.49M 1.25%
34,127
-169
33
$6.44M 1.24%
58,571
-280
34
$6.34M 1.22%
64,209
-193
35
$6.24M 1.2%
69,451
-110
36
$6.09M 1.17%
96,121
-1,070
37
$5.97M 1.15%
29,112
+13,236
38
$5.93M 1.14%
41,395
+133
39
$5.47M 1.05%
44,809
+581
40
$5.23M 1.01%
82,315
+7,164
41
$5.11M 0.98%
34,073
-440
42
$4.76M 0.92%
78,081
-1,314
43
$4.68M 0.9%
31,886
-205
44
$4.67M 0.9%
65,151
-457
45
$4.63M 0.89%
27,902
-651
46
$4.31M 0.83%
94,964
+57
47
$4.08M 0.79%
7,253
+383
48
$4.02M 0.77%
4,867
+78
49
$3.98M 0.77%
9,467
+641
50
$3.94M 0.76%
7,394
-65
1
2
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