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
$547M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$3.36M
2
+$1.42M
3
+$936K
4
CDK
CDK Global, Inc.
CDK
+$682K
5
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$386K

Top Sells

1
+$5.71M
2
+$2.74M
3
+$1.83M
4
SLB icon
SLB Limited
SLB
+$1.57M
5
HPQ icon
HP
HPQ
+$1.5M

Sector Composition

1 Consumer Staples 21.89%
2 Technology 15.99%
3 Industrials 14.54%
4 Healthcare 8.86%
5 Financials 8.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.52M 0.28%
26,360
-7,764
77
$1.49M 0.27%
34,544
-65
78
$1.36M 0.25%
49,499
-207,078
79
$1.28M 0.23%
14,889
-2,075
80
$1.2M 0.22%
15,811
81
$1.19M 0.22%
10,289
-743
82
$1.13M 0.21%
12,370
-376
83
$955K 0.17%
7,600
-200
84
$794K 0.15%
19,276
85
$759K 0.14%
16,000
86
$742K 0.14%
5,903
87
$715K 0.13%
37,854
-2,900
88
$682K 0.12%
+16,727
89
$666K 0.12%
24,136
+448
90
$648K 0.12%
4,319
-2,580
91
$643K 0.12%
16,975
-2,916
92
$546K 0.1%
6,935
+2,715
93
$501K 0.09%
16,959
-2,446
94
$485K 0.09%
33,178
-32,400
95
$386K 0.07%
+10,400
96
$339K 0.06%
10,071
+1,007
97
$317K 0.06%
9,250
+100
98
$310K 0.06%
3,500
99
$306K 0.06%
10,894
-194
100
$305K 0.06%
8,791
+300
1 2 3
4
5