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
$455M
AUM Growth
-$39.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$4.38M
2
+$2.44M
3
+$1.62M
4
VZ icon
Verizon
VZ
+$1.25M
5
HPQ icon
HP
HPQ
+$1.25M

Top Sells

1
+$5.39M
2
+$4.01M
3
+$1.01M
4
PCAR icon
PACCAR
PCAR
+$941K
5
NUE icon
Nucor
NUE
+$819K

Sector Composition

1 Consumer Staples 26.84%
2 Technology 14.22%
3 Industrials 14.01%
4 Healthcare 9.35%
5 Financials 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$708K 0.16%
10,184
-1,270
77
$681K 0.15%
5,219
78
$621K 0.14%
5,089
+171
79
$580K 0.13%
16,261
-2,045
80
$580K 0.13%
10,126
-3,560
81
$550K 0.12%
19,960
+600
82
$483K 0.11%
16,000
83
$418K 0.09%
11,700
84
$411K 0.09%
+77,083
85
$408K 0.09%
8,488
-302
86
$350K 0.08%
10,400
87
$338K 0.07%
10,894
88
$270K 0.06%
9,049
+400
89
$266K 0.06%
3,600
+100
90
$252K 0.06%
4,484
-10
91
$245K 0.05%
17,000
92
$77K 0.02%
118,940
93
$49K 0.01%
2,200
+200
94
$7K ﹤0.01%
134,700
95
– –
-1
96
– –
-7,410
97
– –
-12,000
98
– –
-4,234
99
– –
-6,815
100
– –
-85,699
1 2 3
4
5