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
$519M
AUM Growth
+$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$4.19M
2
+$2.28M
3
+$2.04M
4
NWL icon
Newell Brands
NWL
+$823K
5
OXY icon
Occidental Petroleum
OXY
+$650K

Top Sells

1
+$3.54M
2
+$2.52M
3
+$1.25M
4
JWN
Nordstrom
JWN
+$1.04M
5
GE icon
GE Aerospace
GE
+$838K

Sector Composition

1 Consumer Staples 20.63%
2 Industrials 15.48%
3 Technology 14.52%
4 Healthcare 11.42%
5 Financials 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$767K 0.15%
17,105
+1,250
77
$675K 0.13%
46,979
-36,936
78
$651K 0.13%
2,422
+86
79
$650K 0.13%
+8,825
80
$608K 0.12%
9,197
+430
81
$592K 0.11%
45,142
-8,262
82
$576K 0.11%
15,175
+325
83
$560K 0.11%
3,575
84
$544K 0.1%
2,925
85
$534K 0.1%
13,331
-210
86
$530K 0.1%
13,000
-1,730
87
$525K 0.1%
11,955
88
$512K 0.1%
24,356
-150
89
$485K 0.09%
+19,626
90
$481K 0.09%
2,813
91
$476K 0.09%
7,066
+1,475
92
$474K 0.09%
5,100
93
$472K 0.09%
6,142
+128
94
$466K 0.09%
16,000
95
$456K 0.09%
16,200
96
$435K 0.08%
9,440
-760
97
$412K 0.08%
8,638
98
$408K 0.08%
4,966
-3,614
99
$395K 0.08%
10,120
+1,200
100
$379K 0.07%
6,929
2 3
4
5 6