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
$529M
AUM Growth
-$4.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$5.69M
2
+$941K
3
+$506K
4
MDLZ icon
Mondelez International
MDLZ
+$490K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$208K

Top Sells

1
+$467K
2
+$338K
3
+$306K
4
CPT icon
Camden Property Trust
CPT
+$210K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$206K

Sector Composition

1 Technology 22.82%
2 Industrials 13.75%
3 Healthcare 12.54%
4 Financials 11.7%
5 Consumer Staples 9.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.38M 0.64%
7,459
-13
52
$3.32M 0.63%
43,606
-406
53
$3.21M 0.61%
18,019
-57
54
$2.79M 0.53%
88,962
+403
55
$2.63M 0.5%
4,493
+88
56
$2.56M 0.48%
33,622
-50
57
$2.49M 0.47%
42,083
-5,714
58
$2.48M 0.47%
11,798
+81
59
$2.39M 0.45%
2,604
+27
60
$2.38M 0.45%
26,150
-825
61
$2.01M 0.38%
33,310
-550
62
$1.93M 0.37%
48,147
+1,398
63
$1.76M 0.33%
9,110
-152
64
$1.58M 0.3%
11,948
-617
65
$1.53M 0.29%
11,380
+720
66
$1.52M 0.29%
4,124
67
$1.5M 0.28%
74,793
-9,529
68
$1.45M 0.27%
15,667
-60
69
$1.43M 0.27%
2,434
+57
70
$1.35M 0.26%
4,560
71
$1.2M 0.23%
17,015
+305
72
$1.18M 0.22%
15,432
-900
73
$1.08M 0.2%
17,343
+204
74
$1.07M 0.2%
2,536
75
$980K 0.19%
8,667
-140
1 2
3
4 5