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
$466M
AUM Growth
-$40.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$1.18M
3
+$636K
4
QCOM icon
Qualcomm
QCOM
+$494K
5
DUK icon
Duke Energy
DUK
+$327K

Top Sells

1
+$41.1M
2
+$2.69M
3
+$845K
4
EMR icon
Emerson Electric
EMR
+$775K
5
INTC icon
Intel
INTC
+$688K

Sector Composition

1 Technology 16.54%
2 Consumer Staples 15.53%
3 Industrials 14.62%
4 Healthcare 12.09%
5 Financials 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.65M 0.78%
28,739
-660
52
$3.48M 0.75%
79,455
-1,159
53
$2.96M 0.64%
45,471
-41,236
54
$2.92M 0.63%
51,511
-655
55
$2.85M 0.61%
11,741
+303
56
$2.74M 0.59%
95,518
-3,689
57
$2.7M 0.58%
58,424
+25,608
58
$2.67M 0.57%
45,954
59
$2.28M 0.49%
33,430
-8,421
60
$2.19M 0.47%
48,981
-1,028
61
$2.09M 0.45%
36,980
-1,280
62
$2.02M 0.43%
15,375
-579
63
$1.7M 0.37%
18,549
-984
64
$1.66M 0.36%
14,565
65
$1.61M 0.35%
44,138
+310
66
$1.55M 0.33%
16,718
+136
67
$1.51M 0.32%
5,568
-146
68
$1.49M 0.32%
18,724
-1,014
69
$1.37M 0.29%
16,425
70
$1.37M 0.29%
10,177
-357
71
$1.34M 0.29%
31,825
+725
72
$1.23M 0.26%
6,566
-268
73
$1.12M 0.24%
4,700
-200
74
$943K 0.2%
66,911
+1,004
75
$916K 0.2%
7,895
-555
1 2
3
4 5