TCM

Tufton Capital Management Portfolio holdings

AUM $561M
1-Year Est. Return 15.35%
This Quarter Est. Return
1 Year Est. Return
+15.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$507M
AUM Growth
-$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$1.41M
3
+$1.12M
4
MDLZ icon
Mondelez International
MDLZ
+$1.11M
5
DUK icon
Duke Energy
DUK
+$1.07M

Top Sells

1
+$2.35M
2
+$712K
3
+$710K
4
MSFT icon
Microsoft
MSFT
+$563K
5
INTC icon
Intel
INTC
+$494K

Sector Composition

1 Consumer Staples 21.43%
2 Technology 15.11%
3 Industrials 14.72%
4 Healthcare 11.55%
5 Financials 8.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$790K 0.16%
45,061
-1,918
77
$755K 0.15%
17,070
-35
78
$647K 0.13%
+8,532
79
$644K 0.13%
2,427
+5
80
$611K 0.12%
9,289
+92
81
$563K 0.11%
15,025
-150
82
$551K 0.11%
2,925
83
$528K 0.1%
24,103
-253
84
$524K 0.1%
13,000
85
$520K 0.1%
9,563
-2,392
86
$492K 0.1%
21,544
+1,918
87
$484K 0.1%
16,000
88
$484K 0.1%
16,200
89
$481K 0.09%
3,100
-475
90
$467K 0.09%
6,075
-67
91
$455K 0.09%
13,331
92
$453K 0.09%
6,996
-70
93
$447K 0.09%
5,100
94
$417K 0.08%
9,440
95
$405K 0.08%
8,638
96
$392K 0.08%
9,620
-500
97
$381K 0.08%
2,067
-746
98
$376K 0.07%
6,919
-10
99
$353K 0.07%
4,800
100
$333K 0.07%
2,100
2 3
4
5 6