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
$493M
AUM Growth
-$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.19M
3
+$621K
4
DXC icon
DXC Technology
DXC
+$592K
5
CPK icon
Chesapeake Utilities
CPK
+$517K

Top Sells

1
+$19.5M
2
+$1.68M
3
+$1.42M
4
ORCL icon
Oracle
ORCL
+$1.4M
5
MSFT icon
Microsoft
MSFT
+$884K

Sector Composition

1 Consumer Staples 23.46%
2 Industrials 15.44%
3 Technology 13.96%
4 Healthcare 11.57%
5 Financials 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$657K 0.13%
8,848
-35
77
$592K 0.12%
+8,920
78
$559K 0.11%
59,790
-19,215
79
$541K 0.11%
13,891
-285
80
$473K 0.1%
2,955
+30
81
$460K 0.09%
2,843
82
$457K 0.09%
+14,730
83
$453K 0.09%
16,000
84
$443K 0.09%
12,270
85
$442K 0.09%
3,575
86
$429K 0.09%
10,200
87
$428K 0.09%
24,506
88
$408K 0.08%
20,219
-889
89
$395K 0.08%
5,100
-48
90
$391K 0.08%
16,200
91
$386K 0.08%
8,638
92
$372K 0.08%
11,955
93
$335K 0.07%
40,200
+500
94
$333K 0.07%
2,650
95
$332K 0.07%
4,800
96
$319K 0.06%
1,014
97
$316K 0.06%
17,400
98
$300K 0.06%
2,100
99
$292K 0.06%
3,903
+677
100
$285K 0.06%
1,173
1 2 3
4
5