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
$519M
AUM Growth
+$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$4.19M
2
+$2.28M
3
+$2.04M
4
NWL icon
Newell Brands
NWL
+$823K
5
OXY icon
Occidental Petroleum
OXY
+$650K

Top Sells

1
+$3.54M
2
+$2.52M
3
+$1.25M
4
JWN
Nordstrom
JWN
+$1.04M
5
GE icon
GE Aerospace
GE
+$838K

Sector Composition

1 Consumer Staples 20.63%
2 Industrials 15.48%
3 Technology 14.52%
4 Healthcare 11.42%
5 Financials 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.81M 0.73%
52,909
-758
52
$3.79M 0.73%
82,570
-1,599
53
$3.78M 0.73%
52,966
-125
54
$3.62M 0.7%
101,616
-2,379
55
$3.56M 0.69%
55,664
-55,297
56
$2.83M 0.54%
11,427
-362
57
$2.55M 0.49%
41,961
-409
58
$2.42M 0.47%
50,683
-400
59
$2.35M 0.45%
46,154
-10,300
60
$2.35M 0.45%
49,535
-22,010
61
$2.11M 0.41%
40,080
-2,340
62
$1.99M 0.38%
20,029
-2,103
63
$1.94M 0.37%
18,612
-226
64
$1.81M 0.35%
17,384
+104
65
$1.64M 0.32%
41,473
-6,090
66
$1.63M 0.31%
6,113
-379
67
$1.62M 0.31%
14,565
68
$1.53M 0.29%
10,595
-16
69
$1.35M 0.26%
68,011
-1,240
70
$1.33M 0.26%
6,734
71
$1.31M 0.25%
28,453
+2,450
72
$1.15M 0.22%
5,090
73
$1.13M 0.22%
26,716
+1,668
74
$1.11M 0.21%
11,724
+525
75
$887K 0.17%
8,450
-298
1 2
3
4 5