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
$462M
AUM Growth
+$7.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$891K
2
+$720K
3
+$537K
4
CCI icon
Crown Castle
CCI
+$427K
5
VZ icon
Verizon
VZ
+$407K

Top Sells

1
+$1.75M
2
+$1.69M
3
+$522K
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$509K
5
JNJ icon
Johnson & Johnson
JNJ
+$353K

Sector Composition

1 Technology 22%
2 Industrials 14.63%
3 Healthcare 14.32%
4 Consumer Staples 12.52%
5 Financials 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.61M 0.56%
25,180
-80
52
$2.59M 0.56%
47,199
-808
53
$2.41M 0.52%
28,603
-10
54
$2.38M 0.51%
24,219
-91
55
$2.07M 0.45%
5,040
+507
56
$1.96M 0.42%
85,432
-506
57
$1.9M 0.41%
4,134
-24
58
$1.9M 0.41%
19,732
-25
59
$1.72M 0.37%
4,209
-20
60
$1.59M 0.34%
3,200
+7
61
$1.59M 0.34%
20,567
-9
62
$1.41M 0.31%
11,409
-173
63
$1.27M 0.28%
10,007
64
$1.22M 0.26%
35,600
+2,150
65
$1.13M 0.25%
23,080
-615
66
$1.08M 0.23%
21,555
+1,320
67
$1.06M 0.23%
26,174
-600
68
$1.06M 0.23%
2,557
69
$928K 0.2%
11,157
+855
70
$920K 0.2%
4,079
+110
71
$896K 0.19%
9,265
+737
72
$872K 0.19%
13,037
-36
73
$829K 0.18%
18,574
-3,455
74
$781K 0.17%
4,735
75
$779K 0.17%
10,100
1 2
3
4 5