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
$454M
AUM Growth
+$64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$1.98M
2
+$1.97M
3
+$1.62M
4
CARR icon
Carrier Global
CARR
+$1.51M
5
PLD icon
Prologis
PLD
+$951K

Top Sells

1
+$2.18M
2
+$1.27M
3
+$722K
4
ORCL icon
Oracle
ORCL
+$599K
5
ELME
Elme Communities
ELME
+$326K

Sector Composition

1 Technology 20.72%
2 Consumer Staples 14.89%
3 Healthcare 13.96%
4 Industrials 13.4%
5 Communication Services 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.13M 0.47%
40,191
+234
52
$1.97M 0.43%
+34,700
53
$1.78M 0.39%
14,565
54
$1.78M 0.39%
45,420
+2,375
55
$1.77M 0.39%
5,740
+841
56
$1.66M 0.37%
47,178
+6,117
57
$1.61M 0.35%
29,416
+12
58
$1.58M 0.35%
28,629
-10,832
59
$1.51M 0.33%
+67,883
60
$1.5M 0.33%
16,461
+970
61
$1.2M 0.26%
104,587
-54
62
$1.18M 0.26%
29,720
+250
63
$1.14M 0.25%
6,371
-5
64
$1.1M 0.24%
4,190
-100
65
$1.09M 0.24%
17,387
+14
66
$964K 0.21%
9,172
-25
67
$957K 0.21%
15,073
-615
68
$951K 0.21%
+10,200
69
$894K 0.2%
2,889
-133
70
$842K 0.19%
6,818
-10
71
$768K 0.17%
36,500
+400
72
$763K 0.17%
19,675
+371
73
$758K 0.17%
5,500
+40
74
$699K 0.15%
2,308
+33
75
$677K 0.15%
36,840
+11,880
1 2
3
4 5