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
$414M
AUM Growth
-$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$203K
2
+$184K
3
+$75.3K
4
HD icon
Home Depot
HD
+$55.9K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$49.9K

Top Sells

1
+$6.79M
2
+$6.39M
3
+$5.02M
4
LMT icon
Lockheed Martin
LMT
+$4.93M
5
TGT icon
Target
TGT
+$4.24M

Sector Composition

1 Technology 20.98%
2 Healthcare 15.4%
3 Industrials 14%
4 Consumer Staples 12.02%
5 Financials 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.66M 0.64%
52,783
-12,773
52
$2.42M 0.59%
25,360
53
$2.14M 0.52%
48,735
-13,259
54
$1.9M 0.46%
4,174
-16
55
$1.86M 0.45%
29,185
-8,100
56
$1.77M 0.43%
19,262
-40
57
$1.65M 0.4%
4,590
+514
58
$1.54M 0.37%
4,320
-10
59
$1.54M 0.37%
5,758
+20
60
$1.51M 0.37%
10,140
61
$1.47M 0.36%
20,828
-80
62
$1.42M 0.34%
3,016
+5
63
$1.31M 0.32%
11,737
-90
64
$1M 0.24%
33,450
+50
65
$980K 0.24%
26,874
-10
66
$903K 0.22%
25,176
67
$893K 0.22%
20,385
+1,140
68
$855K 0.21%
21,189
-22,129
69
$853K 0.21%
2,557
70
$791K 0.19%
10,100
+400
71
$742K 0.18%
8,516
+556
72
$700K 0.17%
9,827
73
$699K 0.17%
13,287
-1,806
74
$697K 0.17%
3,929
+10
75
$669K 0.16%
3,439
+64
1 2
3
4 5