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
$619M
AUM Growth
-$32.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$5.46M
2
+$598K
3
+$387K
4
AMZN icon
Amazon
AMZN
+$248K
5
SHEL icon
Shell
SHEL
+$213K

Top Sells

1
+$2.05M
2
+$2.03M
3
+$1.27M
4
CVX icon
Chevron
CVX
+$1.1M
5
OLN icon
Olin
OLN
+$1.06M

Sector Composition

1 Technology 21.28%
2 Industrials 14.82%
3 Healthcare 14.27%
4 Consumer Staples 12.17%
5 Financials 8.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.99M 0.64%
62,621
-1,969
52
$3.55M 0.57%
25,540
-2,660
53
$3.32M 0.54%
128,678
-16,004
54
$2.89M 0.47%
37,599
-1,434
55
$2.35M 0.38%
17,929
-147
56
$2.26M 0.37%
43,308
-915
57
$2.06M 0.33%
4,190
58
$2.01M 0.33%
5,703
-308
59
$1.96M 0.32%
4,330
-75
60
$1.87M 0.3%
10,140
-10
61
$1.81M 0.29%
4,001
-95
62
$1.75M 0.28%
21,431
-2,912
63
$1.75M 0.28%
3,031
-70
64
$1.52M 0.25%
11,852
-825
65
$1.3M 0.21%
72,676
-113,535
66
$1.27M 0.21%
27,634
-3,771
67
$1.22M 0.2%
12,227
68
$1.15M 0.19%
7,100
-700
69
$1.06M 0.17%
2,557
70
$1.05M 0.17%
33,350
+500
71
$1.04M 0.17%
25,201
-7,315
72
$1.01M 0.16%
18,875
+85
73
$973K 0.16%
14,001
+340
74
$890K 0.14%
5,889
-263
75
$889K 0.14%
3,254
+4
1 2
3
4 5