TCM

Tufton Capital Management Portfolio holdings

AUM $561M
1-Year Est. Return 15.35%
This Quarter Est. Return
1 Year Est. Return
+15.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$519M
AUM Growth
-$9.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$2.71M
2
+$1.34M
3
+$455K
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$269K
5
BLK icon
Blackrock
BLK
+$267K

Top Sells

1
+$2.48M
2
+$1.67M
3
+$830K
4
TSLA icon
Tesla
TSLA
+$673K
5
ADP icon
Automatic Data Processing
ADP
+$520K

Sector Composition

1 Technology 21.73%
2 Healthcare 14.13%
3 Industrials 12.81%
4 Financials 11.99%
5 Consumer Staples 10.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.63M 0.7%
23,456
-570
52
$3.2M 0.62%
42,829
-777
53
$3.19M 0.62%
17,814
-205
54
$3.15M 0.61%
92,286
+3,324
55
$2.75M 0.53%
33,405
-217
56
$2.52M 0.49%
40,873
-1,210
57
$2.52M 0.49%
2,663
+59
58
$2.5M 0.48%
4,478
-15
59
$2.45M 0.47%
26,197
+47
60
$1.79M 0.35%
4,124
61
$1.65M 0.32%
47,209
-938
62
$1.62M 0.31%
32,295
-1,015
63
$1.62M 0.31%
9,219
+109
64
$1.59M 0.31%
15,436
-231
65
$1.57M 0.3%
68,970
-5,823
66
$1.55M 0.3%
11,418
-530
67
$1.43M 0.27%
2,474
+40
68
$1.36M 0.26%
18,011
+996
69
$1.34M 0.26%
+27,193
70
$1.34M 0.26%
12,345
+965
71
$1.23M 0.24%
4,562
+2
72
$1.19M 0.23%
2,536
73
$1.12M 0.22%
14,981
-451
74
$1.04M 0.2%
10,326
-427
75
$1.03M 0.2%
2,941
+6
1 2
3
4 5