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
$466M
AUM Growth
-$40.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$1.18M
3
+$636K
4
QCOM icon
Qualcomm
QCOM
+$494K
5
DUK icon
Duke Energy
DUK
+$327K

Top Sells

1
+$41.1M
2
+$2.69M
3
+$845K
4
EMR icon
Emerson Electric
EMR
+$775K
5
INTC icon
Intel
INTC
+$688K

Sector Composition

1 Technology 16.54%
2 Consumer Staples 15.53%
3 Industrials 14.62%
4 Healthcare 12.09%
5 Financials 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$739K 0.16%
2,708
+281
77
$710K 0.15%
16,570
-500
78
$663K 0.14%
10,474
+1,185
79
$640K 0.14%
43,859
-1,202
80
$634K 0.14%
16,295
+1,270
81
$582K 0.12%
7,000
-1,532
82
$564K 0.12%
16,000
83
$553K 0.12%
22,556
+1,012
84
$538K 0.12%
23,739
-364
85
$533K 0.11%
6,392
+317
86
$524K 0.11%
13,000
87
$506K 0.11%
2,425
-500
88
$468K 0.1%
9,563
89
$441K 0.09%
6,582
-414
90
$423K 0.09%
9,440
91
$401K 0.09%
9,620
92
$399K 0.09%
4,175
-925
93
$385K 0.08%
12,000
-4,200
94
$383K 0.08%
11,691
-1,640
95
$377K 0.08%
7,960
-678
96
$375K 0.08%
2,685
-415
97
$373K 0.08%
43,250
-1,250
98
$358K 0.08%
6,919
99
$356K 0.08%
4,200
100
$349K 0.07%
2,052
-15
1 2 3
4
5