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
$493M
AUM Growth
-$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.19M
3
+$621K
4
DXC icon
DXC Technology
DXC
+$592K
5
CPK icon
Chesapeake Utilities
CPK
+$517K

Top Sells

1
+$19.5M
2
+$1.68M
3
+$1.42M
4
ORCL icon
Oracle
ORCL
+$1.4M
5
MSFT icon
Microsoft
MSFT
+$884K

Sector Composition

1 Consumer Staples 23.46%
2 Industrials 15.44%
3 Technology 13.96%
4 Healthcare 11.57%
5 Financials 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.84M 0.78%
51,591
-290
52
$3.79M 0.77%
84,434
+2,790
53
$3.72M 0.75%
18,795
-634
54
$3.44M 0.7%
141,905
+12,326
55
$3.39M 0.69%
54,387
-255
56
$3.2M 0.65%
105,550
-740
57
$2.72M 0.55%
11,251
+162
58
$2.69M 0.54%
51,108
-395
59
$2.56M 0.52%
11,995
-22
60
$2.26M 0.46%
17,422
+2,247
61
$2.16M 0.44%
42,950
-405
62
$2.08M 0.42%
44,720
-320
63
$2M 0.4%
24,151
-6,770
64
$1.78M 0.36%
18,938
-20
65
$1.65M 0.34%
47,233
-755
66
$1.53M 0.31%
14,845
67
$1.42M 0.29%
110,519
-39,324
68
$1.34M 0.27%
40,328
+2,295
69
$1.32M 0.27%
10,611
-75
70
$1.11M 0.23%
6,559
+785
71
$1.06M 0.22%
25,975
+2,425
72
$995K 0.2%
5,290
-125
73
$966K 0.2%
26,824
+808
74
$875K 0.18%
9,844
+1,060
75
$753K 0.15%
56,906
-13,596
1 2
3
4 5