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
$470M
AUM Growth
+$3.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$3.7M
2
+$784K
3
+$322K
4
MCD icon
McDonald's
MCD
+$278K
5
SCI icon
Service Corp International
SCI
+$221K

Top Sells

1
+$2.76M
2
+$2.5M
3
+$2.1M
4
ELME
Elme Communities
ELME
+$2.04M
5
NWL icon
Newell Brands
NWL
+$1.94M

Sector Composition

1 Technology 17.57%
2 Industrials 14.93%
3 Consumer Staples 14.23%
4 Healthcare 12.95%
5 Financials 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.43M 0.73%
12,961
+1,220
52
$3.3M 0.7%
58,464
+40
53
$2.91M 0.62%
64,109
-55,110
54
$2.74M 0.58%
20,504
-8,235
55
$2.52M 0.54%
41,745
-9,766
56
$2.43M 0.52%
33,195
-235
57
$2.38M 0.51%
117,511
-95,797
58
$2.28M 0.48%
42,120
-3,351
59
$2.17M 0.46%
36,040
-940
60
$2.07M 0.44%
47,208
-1,773
61
$1.95M 0.41%
44,163
+25
62
$1.72M 0.37%
18,119
-430
63
$1.64M 0.35%
64,013
-31,505
64
$1.64M 0.35%
16,730
+12
65
$1.63M 0.35%
18,227
-497
66
$1.63M 0.35%
14,565
67
$1.57M 0.33%
12,186
-3,189
68
$1.53M 0.33%
5,268
-300
69
$1.43M 0.3%
6,691
+125
70
$1.38M 0.29%
10,157
-20
71
$1.29M 0.27%
4,700
72
$1.29M 0.27%
31,400
-425
73
$833K 0.18%
7,638
-257
74
$789K 0.17%
62,832
-4,079
75
$789K 0.17%
2,698
-10
1 2
3
4 5