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
$455M
AUM Growth
-$39.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$4.38M
2
+$2.44M
3
+$1.62M
4
VZ icon
Verizon
VZ
+$1.25M
5
HPQ icon
HP
HPQ
+$1.25M

Top Sells

1
+$5.39M
2
+$4.01M
3
+$1.01M
4
PCAR icon
PACCAR
PCAR
+$941K
5
NUE icon
Nucor
NUE
+$819K

Sector Composition

1 Consumer Staples 26.84%
2 Technology 14.22%
3 Industrials 14.01%
4 Healthcare 9.35%
5 Financials 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.89M 0.85%
52,625
52
$3.77M 0.83%
38,152
+103
53
$3.76M 0.83%
89,857
-660
54
$3.65M 0.8%
151,262
-6,780
55
$3.45M 0.76%
43,520
-995
56
$3.34M 0.73%
83,216
-10,114
57
$3M 0.66%
55,079
-1,034
58
$2.82M 0.62%
242,517
+107,281
59
$2.67M 0.59%
66,327
-3,101
60
$2.59M 0.57%
45,870
-1,380
61
$2.58M 0.57%
13,487
-243
62
$2.45M 0.54%
70,563
-27,068
63
$2.38M 0.52%
37,068
-648
64
$2.37M 0.52%
57,338
-2,222
65
$2.1M 0.46%
19,387
-885
66
$1.95M 0.43%
21,544
+145
67
$1.7M 0.37%
10,444
+391
68
$1.6M 0.35%
20,686
-350
69
$1.4M 0.31%
33,890
-230
70
$1.3M 0.29%
62,812
-5,505
71
$1.23M 0.27%
37,194
-6,662
72
$1.05M 0.23%
11,815
-200
73
$1.02M 0.22%
15,811
74
$952K 0.21%
6,800
-800
75
$729K 0.16%
10,105
+3,095
1 2
3
4 5