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
$651M
AUM Growth
+$60.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$3.47M
2
+$2.05M
3
+$385K
4
CCI icon
Crown Castle
CCI
+$382K
5
CAT icon
Caterpillar
CAT
+$342K

Top Sells

1
+$4.28M
2
+$2.11M
3
+$601K
4
OTIS icon
Otis Worldwide
OTIS
+$526K
5
LMT icon
Lockheed Martin
LMT
+$455K

Sector Composition

1 Technology 22.42%
2 Industrials 13.76%
3 Healthcare 12.85%
4 Consumer Staples 12.51%
5 Financials 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.66M 0.56%
64,590
+2,174
52
$3.46M 0.53%
186,211
-32,348
53
$3.4M 0.52%
39,033
-6,046
54
$3.18M 0.49%
144,682
-798
55
$2.62M 0.4%
18,076
-29
56
$2.1M 0.32%
44,223
-737
57
$2.09M 0.32%
4,405
-6
58
$2.05M 0.31%
+17,625
59
$2.04M 0.31%
10,150
+181
60
$1.95M 0.3%
4,096
+153
61
$1.94M 0.3%
4,190
62
$1.91M 0.29%
24,343
-2,700
63
$1.8M 0.28%
6,011
+35
64
$1.76M 0.27%
3,101
+15
65
$1.64M 0.25%
12,677
-2,126
66
$1.55M 0.24%
31,405
-20
67
$1.31M 0.2%
7,800
68
$1.21M 0.19%
6,152
-77
69
$1.18M 0.18%
12,227
-142
70
$1.15M 0.18%
32,850
-1,300
71
$1.06M 0.16%
18,790
-125
72
$1.06M 0.16%
18,366
-2,102
73
$1.02M 0.16%
13,661
+324
74
$996K 0.15%
19,525
-115
75
$973K 0.15%
32,516
-150
1 2
3
4 5