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
$473M
AUM Growth
+$3.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$2.45M
2
+$2.06M
3
+$1.55M
4
UPS icon
United Parcel Service
UPS
+$1.04M
5
WFC icon
Wells Fargo
WFC
+$734K

Top Sells

1
+$2.86M
2
+$2.52M
3
+$2.25M
4
DD icon
DuPont de Nemours
DD
+$1.88M
5
KHC icon
Kraft Heinz
KHC
+$1.04M

Sector Composition

1 Technology 18.51%
2 Consumer Staples 14.33%
3 Industrials 13.96%
4 Healthcare 12.6%
5 Financials 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$633K 0.13%
16,310
+115
77
$627K 0.13%
2,375
78
$626K 0.13%
5,078
79
$581K 0.12%
22,201
-168
80
$568K 0.12%
37,999
-2,745
81
$556K 0.12%
7,182
+2,000
82
$552K 0.12%
5,840
83
$530K 0.11%
9,563
84
$524K 0.11%
6,703
+48
85
$516K 0.11%
35,250
86
$482K 0.1%
23,231
-190
87
$471K 0.1%
4,675
88
$460K 0.1%
9,000
-220
89
$437K 0.09%
7,960
90
$431K 0.09%
12,000
91
$429K 0.09%
2,590
92
$422K 0.09%
+15,073
93
$410K 0.09%
15,900
94
$405K 0.09%
2,400
95
$396K 0.08%
1,750
96
$395K 0.08%
7,231
-81
97
$393K 0.08%
2,252
98
$372K 0.08%
10,394
-425
99
$358K 0.08%
16,000
100
$351K 0.07%
8,843
-1,255
2 3
4
5 6