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
$507M
AUM Growth
-$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$1.41M
3
+$1.12M
4
MDLZ icon
Mondelez International
MDLZ
+$1.11M
5
DUK icon
Duke Energy
DUK
+$1.07M

Top Sells

1
+$2.35M
2
+$712K
3
+$710K
4
MSFT icon
Microsoft
MSFT
+$563K
5
INTC icon
Intel
INTC
+$494K

Sector Composition

1 Consumer Staples 21.43%
2 Technology 15.11%
3 Industrials 14.72%
4 Healthcare 11.55%
5 Financials 8.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.98M 0.78%
40,014
+1,069
52
$3.65M 0.72%
65,924
+10,260
53
$3.5M 0.69%
80,614
-1,956
54
$3.25M 0.64%
52,166
-800
55
$3.01M 0.59%
99,207
-2,409
56
$2.76M 0.54%
11,438
+11
57
$2.51M 0.5%
41,851
-110
58
$2.44M 0.48%
45,954
-200
59
$2.22M 0.44%
50,009
-674
60
$1.98M 0.39%
38,260
-1,820
61
$1.92M 0.38%
43,828
+2,355
62
$1.87M 0.37%
19,533
-496
63
$1.79M 0.35%
14,565
64
$1.76M 0.35%
19,738
+2,354
65
$1.59M 0.31%
10,534
-61
66
$1.56M 0.31%
15,954
-2,658
67
$1.51M 0.3%
16,582
+4,858
68
$1.5M 0.3%
5,714
-399
69
$1.46M 0.29%
31,100
+2,647
70
$1.38M 0.27%
32,816
+6,100
71
$1.36M 0.27%
6,834
+100
72
$1.21M 0.24%
65,907
-2,104
73
$1.08M 0.21%
4,900
-190
74
$1.07M 0.21%
16,425
+7,600
75
$912K 0.18%
8,450
1 2
3
4 5