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
$474M
AUM Growth
+$960K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$1.41M
2
+$382K
3
+$313K
4
OLN icon
Olin
OLN
+$302K
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$240K

Top Sells

1
+$4.08M
2
+$1.55M
3
+$686K
4
HPE icon
Hewlett Packard
HPE
+$568K
5
KHC icon
Kraft Heinz
KHC
+$530K

Sector Composition

1 Technology 17.76%
2 Consumer Staples 14.78%
3 Industrials 13.83%
4 Healthcare 12.49%
5 Financials 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$661K 0.14%
10,834
-132
77
$622K 0.13%
16,100
-210
78
$600K 0.13%
5,078
79
$600K 0.13%
9,563
80
$561K 0.12%
7,182
81
$550K 0.12%
32,750
-2,500
82
$535K 0.11%
6,878
+175
83
$529K 0.11%
28,001
+4,770
84
$521K 0.11%
8,960
-40
85
$514K 0.11%
4,675
86
$506K 0.11%
5,840
87
$498K 0.11%
14,188
-885
88
$460K 0.1%
7,960
89
$436K 0.09%
2,590
90
$434K 0.09%
12,000
91
$388K 0.08%
1,750
92
$388K 0.08%
2,400
93
$381K 0.08%
2,252
94
$367K 0.08%
15,900
95
$359K 0.08%
16,000
96
$356K 0.08%
9,018
-60
97
$353K 0.07%
7,156
-75
98
$337K 0.07%
2,634
99
$329K 0.07%
9,169
-1,225
100
$320K 0.07%
5,605
-80
1 2 3
4
5