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
$591M
AUM Growth
-$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$4.78M
2
+$3.6M
3
+$484K
4
LMT icon
Lockheed Martin
LMT
+$461K
5
WBA
Walgreens Boots Alliance
WBA
+$400K

Top Sells

1
+$3.03M
2
+$1.99M
3
+$1.87M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$904K
5
LEG icon
Leggett & Platt
LEG
+$793K

Sector Composition

1 Technology 20.76%
2 Industrials 14.14%
3 Consumer Staples 12.68%
4 Healthcare 12.5%
5 Communication Services 9.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.71M 0.63%
45,079
-82
52
$3.59M 0.61%
62,416
+219
53
$3.46M 0.59%
65,951
+188
54
$3.15M 0.53%
145,480
+1,820
55
$2.93M 0.5%
18,105
-341
56
$2.12M 0.36%
27,043
-862
57
$2.05M 0.35%
44,960
+30
58
$1.95M 0.33%
9,969
59
$1.89M 0.32%
4,411
-88
60
$1.74M 0.29%
14,803
+90
61
$1.7M 0.29%
3,943
+73
62
$1.63M 0.28%
5,976
-50
63
$1.57M 0.27%
31,425
-600
64
$1.56M 0.26%
4,190
65
$1.39M 0.23%
3,086
+5
66
$1.24M 0.21%
34,150
+150
67
$1.23M 0.21%
6,229
-85
68
$1M 0.17%
12,369
+50
69
$995K 0.17%
18,915
+175
70
$991K 0.17%
19,640
-550
71
$990K 0.17%
13,337
+127
72
$987K 0.17%
20,468
-41,359
73
$978K 0.17%
7,800
-1,450
74
$968K 0.16%
32,666
75
$856K 0.14%
2,557
1 2
3
4 5