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
$547M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$3.36M
2
+$1.42M
3
+$936K
4
CDK
CDK Global, Inc.
CDK
+$682K
5
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$386K

Top Sells

1
+$5.71M
2
+$2.74M
3
+$1.83M
4
SLB icon
SLB Limited
SLB
+$1.57M
5
HPQ icon
HP
HPQ
+$1.5M

Sector Composition

1 Consumer Staples 21.89%
2 Technology 15.99%
3 Industrials 14.54%
4 Healthcare 8.86%
5 Financials 8.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.02M 0.92%
280,762
-7,910
52
$4.97M 0.91%
167,208
-415
53
$4.7M 0.86%
42,010
-85
54
$4.37M 0.8%
39,322
-1,508
55
$4.21M 0.77%
67,225
+4,793
56
$4.06M 0.74%
88,867
+31,017
57
$3.54M 0.65%
61,632
-935
58
$3.48M 0.64%
77,402
-3,245
59
$3.48M 0.64%
95,715
-225
60
$3.37M 0.62%
52,625
61
$3.36M 0.61%
+96,255
62
$3.35M 0.61%
78,595
-12,848
63
$3.27M 0.6%
143,475
+4,035
64
$3.23M 0.59%
65,548
-505
65
$2.69M 0.49%
38,103
-335
66
$2.57M 0.47%
31,513
+110
67
$2.56M 0.47%
58,602
-45
68
$2.51M 0.46%
137,484
-82,210
69
$2.4M 0.44%
11,684
-44
70
$2.26M 0.41%
21,111
-193
71
$2.22M 0.41%
19,200
-1,050
72
$2.04M 0.37%
21,386
+388
73
$1.99M 0.36%
88,877
-7,700
74
$1.84M 0.34%
46,021
-2,857
75
$1.8M 0.33%
10,111
+377
1 2
3
4 5