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
$609M
AUM Growth
+$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$5.83M
2
+$1.33M
3
+$671K
4
CB icon
Chubb
CB
+$492K
5
MKC icon
McCormick & Company Non-Voting
MKC
+$440K

Top Sells

1
+$3.74M
2
+$2.45M
3
+$2.2M
4
INTC icon
Intel
INTC
+$1.65M
5
LEG icon
Leggett & Platt
LEG
+$1.41M

Sector Composition

1 Technology 20.06%
2 Industrials 14.57%
3 Consumer Staples 13.35%
4 Healthcare 12.57%
5 Communication Services 9.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.57M 0.59%
29,260
-940
52
$3.56M 0.58%
65,763
-1,461
53
$3.47M 0.57%
143,660
+268
54
$2.86M 0.47%
61,827
-20,623
55
$2.85M 0.47%
18,446
-78
56
$2.17M 0.36%
27,905
-796
57
$2.14M 0.35%
44,930
-525
58
$1.93M 0.32%
4,499
-70
59
$1.9M 0.31%
9,969
+620
60
$1.8M 0.3%
14,713
-271
61
$1.74M 0.29%
32,025
+1,350
62
$1.67M 0.27%
6,026
63
$1.66M 0.27%
3,870
+40
64
$1.6M 0.26%
4,190
65
$1.25M 0.21%
6,314
-60
66
$1.22M 0.2%
3,081
67
$1.1M 0.18%
9,250
-950
68
$1.09M 0.18%
12,319
+4,985
69
$1.05M 0.17%
34,000
+800
70
$1.04M 0.17%
32,666
+265
71
$1.04M 0.17%
20,190
-400
72
$1.01M 0.17%
18,740
-165
73
$988K 0.16%
13,210
+190
74
$901K 0.15%
2,557
+62
75
$849K 0.14%
7,518
-58
1 2
3
4 5