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
$508M
AUM Growth
+$34.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$1.95M
2
+$1.11M
3
+$934K
4
BAC icon
Bank of America
BAC
+$804K
5
SLB icon
SLB Limited
SLB
+$710K

Top Sells

1
+$2.94M
2
+$1.59M
3
+$1.12M
4
KHC icon
Kraft Heinz
KHC
+$775K
5
CPK icon
Chesapeake Utilities
CPK
+$441K

Sector Composition

1 Technology 18.14%
2 Consumer Staples 14.25%
3 Industrials 13.56%
4 Healthcare 12.94%
5 Financials 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$646K 0.13%
9,563
77
$632K 0.12%
5,078
78
$620K 0.12%
30,180
+2,179
79
$591K 0.12%
7,057
+179
80
$562K 0.11%
6,626
-556
81
$559K 0.11%
4,675
82
$552K 0.11%
33,000
+250
83
$542K 0.11%
8,960
84
$521K 0.1%
5,640
-200
85
$484K 0.1%
12,000
86
$464K 0.09%
7,960
87
$463K 0.09%
11,027
-3,161
88
$448K 0.09%
2,590
89
$433K 0.09%
2,400
90
$411K 0.08%
1,750
91
$398K 0.08%
2,252
92
$397K 0.08%
16,000
93
$383K 0.08%
15,900
94
$368K 0.07%
5,918
+313
95
$358K 0.07%
2,634
96
$345K 0.07%
8,718
-300
97
$343K 0.07%
7,156
98
$339K 0.07%
1
99
$334K 0.07%
9,007
-162
100
$329K 0.06%
6,122
1 2 3
4
5