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
$473M
AUM Growth
+$3.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$2.45M
2
+$2.06M
3
+$1.55M
4
UPS icon
United Parcel Service
UPS
+$1.04M
5
WFC icon
Wells Fargo
WFC
+$734K

Top Sells

1
+$2.86M
2
+$2.52M
3
+$2.25M
4
DD icon
DuPont de Nemours
DD
+$1.88M
5
KHC icon
Kraft Heinz
KHC
+$1.04M

Sector Composition

1 Technology 18.51%
2 Consumer Staples 14.33%
3 Industrials 13.96%
4 Healthcare 12.6%
5 Financials 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.45M 0.52%
+49,621
52
$2.3M 0.49%
32,530
-485
53
$2.09M 0.44%
44,070
-795
54
$1.98M 0.42%
14,565
55
$1.89M 0.4%
34,940
-180
56
$1.67M 0.35%
43,523
-1,015
57
$1.66M 0.35%
42,395
-1,610
58
$1.63M 0.34%
16,142
-918
59
$1.6M 0.34%
17,652
+45
60
$1.59M 0.34%
72,527
+7,661
61
$1.58M 0.34%
17,150
-75
62
$1.55M 0.33%
100,868
-2,745
63
$1.55M 0.33%
+52,564
64
$1.45M 0.31%
4,960
-1
65
$1.45M 0.31%
46,740
-33,612
66
$1.38M 0.29%
6,491
-200
67
$1.36M 0.29%
32,035
+950
68
$1.36M 0.29%
9,907
-50
69
$1.27M 0.27%
4,500
-100
70
$1.1M 0.23%
11,785
-235
71
$980K 0.21%
17,488
-16,074
72
$857K 0.18%
20,564
+2,704
73
$823K 0.17%
2,795
+248
74
$819K 0.17%
7,467
-29
75
$673K 0.14%
10,966
+1,038
1 2
3
4 5