TCM
Tufton Capital Management Portfolio holdings
AUM
$526M
1-Year Return
13.51%
This Quarter Return
-11.47%
1 Year Return
+13.51%
3 Year Return
+52.47%
5 Year Return
+109.4%
10 Year Return
+216.32%
AUM
$408M
AUM Growth
-$62.4M
(-13%)
Cap. Flow
-$2.45M
Cap. Flow
% of AUM
-0.6%
Top 10 Holdings %
Top 10 Hldgs %
29.35%
Holding
125
New
1
Increased
34
Reduced
61
Closed
6
Top Buys
| 1 |
Crown Castle
CCI
|
$2.29M |
| 2 |
Apple
AAPL
|
$1.48M |
| 3 |
Chubb
CB
|
$1.24M |
| 4 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
$819K |
| 5 |
Lockheed Martin
LMT
|
$783K |
Top Sells
| 1 |
Harley-Davidson
HOG
|
$1.86M |
| 2 |
State Street
STT
|
$1.6M |
| 3 |
Kraft Heinz
KHC
|
$1.42M |
| 4 |
GE Aerospace
GE
|
$1.35M |
| 5 |
Nucor
NUE
|
$754K |
Sector Composition
| 1 | Technology | 17.79% |
| 2 | Consumer Staples | 14.32% |
| 3 | Healthcare | 14.05% |
| 4 | Industrials | 13.85% |
| 5 | Financials | 8.61% |
