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
$464M
AUM Growth
+$1.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$641K
2
+$286K
3
+$260K
4
TSLA icon
Tesla
TSLA
+$246K
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$229K

Top Sells

1
+$902K
2
+$865K
3
+$830K
4
MDLZ icon
Mondelez International
MDLZ
+$736K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$685K

Sector Composition

1 Technology 22.89%
2 Industrials 14.42%
3 Healthcare 14.23%
4 Consumer Staples 11.58%
5 Financials 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.95M 0.64%
24,605
-575
52
$2.69M 0.58%
7,878
-1,077
53
$2.47M 0.53%
46,338
-861
54
$2.35M 0.51%
26,435
-2,168
55
$2.3M 0.5%
5,163
+123
56
$2.16M 0.47%
19,721
-11
57
$1.86M 0.4%
4,189
-20
58
$1.83M 0.4%
4,124
-10
59
$1.59M 0.34%
83,422
-2,010
60
$1.52M 0.33%
35,450
-150
61
$1.51M 0.33%
2,799
-401
62
$1.44M 0.31%
19,449
-1,118
63
$1.4M 0.3%
11,409
64
$1.26M 0.27%
9,973
-34
65
$1.14M 0.25%
21,810
+255
66
$1.13M 0.24%
22,955
-125
67
$1.04M 0.22%
2,557
68
$973K 0.21%
11,155
-2
69
$927K 0.2%
9,304
+39
70
$908K 0.2%
22,313
-3,861
71
$896K 0.19%
13,272
+235
72
$825K 0.18%
4,735
73
$768K 0.17%
3,234
-845
74
$753K 0.16%
16,614
-1,960
75
$749K 0.16%
10,100
1 2
3
4 5