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
$474M
AUM Growth
+$960K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$1.41M
2
+$382K
3
+$313K
4
OLN icon
Olin
OLN
+$302K
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$240K

Top Sells

1
+$4.08M
2
+$1.55M
3
+$686K
4
HPE icon
Hewlett Packard
HPE
+$568K
5
KHC icon
Kraft Heinz
KHC
+$530K

Sector Composition

1 Technology 17.76%
2 Consumer Staples 14.78%
3 Industrials 13.83%
4 Healthcare 12.49%
5 Financials 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.68M 0.56%
56,197
+6,576
52
$2.47M 0.52%
31,141
-1,389
53
$2.07M 0.44%
33,860
-1,080
54
$1.96M 0.41%
42,274
-121
55
$1.78M 0.37%
43,445
-625
56
$1.74M 0.37%
42,588
-935
57
$1.73M 0.37%
14,565
58
$1.66M 0.35%
88,688
+16,161
59
$1.65M 0.35%
16,056
-86
60
$1.59M 0.34%
17,523
-129
61
$1.59M 0.34%
16,010
-1,140
62
$1.47M 0.31%
4,940
-20
63
$1.41M 0.3%
50,217
-2,347
64
$1.35M 0.28%
6,476
-15
65
$1.32M 0.28%
9,422
-485
66
$1.26M 0.27%
31,280
-755
67
$1.06M 0.22%
4,425
-75
68
$1.06M 0.22%
11,460
-325
69
$986K 0.21%
16,673
-815
70
$844K 0.18%
7,392
-75
71
$844K 0.18%
20,564
72
$826K 0.17%
2,767
-28
73
$775K 0.16%
27,748
-18,992
74
$733K 0.15%
26,276
+4,075
75
$684K 0.14%
2,375
1 2
3
4 5