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
$508M
AUM Growth
+$34.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$1.95M
2
+$1.11M
3
+$934K
4
BAC icon
Bank of America
BAC
+$804K
5
SLB icon
SLB Limited
SLB
+$710K

Top Sells

1
+$2.94M
2
+$1.59M
3
+$1.12M
4
KHC icon
Kraft Heinz
KHC
+$775K
5
CPK icon
Chesapeake Utilities
CPK
+$441K

Sector Composition

1 Technology 18.14%
2 Consumer Staples 14.25%
3 Industrials 13.56%
4 Healthcare 12.94%
5 Financials 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.63M 0.52%
30,739
-402
52
$2.38M 0.47%
40,922
-1,352
53
$2.25M 0.44%
33,620
-240
54
$2.17M 0.43%
43,550
+105
55
$2.12M 0.42%
41,644
-944
56
$2.07M 0.41%
14,565
57
$1.8M 0.35%
17,468
-55
58
$1.66M 0.33%
15,476
-580
59
$1.65M 0.32%
55,711
+5,494
60
$1.59M 0.31%
4,940
61
$1.5M 0.3%
87,043
-1,645
62
$1.5M 0.3%
9,397
-25
63
$1.47M 0.29%
6,476
64
$1.4M 0.28%
10,476
-984
65
$1.35M 0.27%
30,325
-955
66
$1.32M 0.26%
4,360
-65
67
$1.24M 0.24%
15,658
-1,015
68
$1.05M 0.21%
26,114
+17,675
69
$934K 0.18%
2,889
+122
70
$915K 0.18%
20,779
+215
71
$841K 0.17%
6,903
-489
72
$745K 0.15%
26,742
+466
73
$737K 0.15%
11,304
+470
74
$698K 0.14%
2,375
75
$693K 0.14%
16,850
+750
1 2
3
4 5