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
$470M
AUM Growth
+$3.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$3.7M
2
+$784K
3
+$322K
4
MCD icon
McDonald's
MCD
+$278K
5
SCI icon
Service Corp International
SCI
+$221K

Top Sells

1
+$2.76M
2
+$2.5M
3
+$2.1M
4
ELME
Elme Communities
ELME
+$2.04M
5
NWL icon
Newell Brands
NWL
+$1.94M

Sector Composition

1 Technology 17.57%
2 Industrials 14.93%
3 Consumer Staples 14.23%
4 Healthcare 12.95%
5 Financials 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$712K 0.15%
16,470
-100
77
$693K 0.15%
10,816
+342
78
$692K 0.15%
42,484
-1,375
79
$660K 0.14%
16,400
+105
80
$606K 0.13%
23,539
-200
81
$583K 0.12%
6,688
+296
82
$569K 0.12%
2,425
83
$553K 0.12%
13,000
84
$553K 0.12%
22,982
+426
85
$499K 0.11%
16,000
86
$483K 0.1%
9,563
87
$479K 0.1%
4,175
88
$460K 0.1%
4,600
+400
89
$441K 0.09%
5,025
-1,975
90
$418K 0.09%
12,000
91
$403K 0.09%
2,685
92
$403K 0.09%
9,620
93
$401K 0.09%
6,582
94
$394K 0.08%
7,960
95
$392K 0.08%
15,900
96
$356K 0.08%
6,854
-65
97
$350K 0.07%
5,627
+246
98
$333K 0.07%
2,027
-25
99
$331K 0.07%
6,812
-150
100
$320K 0.07%
1
1 2 3
4
5