TCM
Tufton Capital Management Portfolio holdings
AUM
$526M
This Quarter Return
+1.71%
1 Year Return
+13.51%
3 Year Return
+52.47%
5 Year Return
+109.4%
10 Year Return
+216.32%
AUM
$493M
AUM Growth
+$493M
(-2.9%)
Cap. Flow
-$20.9M
Cap. Flow
% of AUM
-4.25%
Top 10 Holdings %
Top 10 Hldgs %
30.85%
Holding
131
New
6
Increased
29
Reduced
61
Closed
4
Top Buys
| 1 |
Bristol-Myers Squibb
BMY
|
$1.8M |
| 2 |
Helmerich & Payne
HP
|
$1.19M |
| 3 |
Verizon
VZ
|
$621K |
| 4 |
DXC Technology
DXC
|
$592K |
| 5 |
Chesapeake Utilities
CPK
|
$517K |
Top Sells
| 1 |
McCormick & Company Voting
MKC.V
|
$19.5M |
| 2 |
JPMorgan Chase
JPM
|
$1.68M |
| 3 |
Norfolk Southern
NSC
|
$1.42M |
| 4 |
Oracle
ORCL
|
$1.4M |
| 5 |
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% |
