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
$454M
AUM Growth
+$64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$1.98M
2
+$1.97M
3
+$1.62M
4
CARR icon
Carrier Global
CARR
+$1.51M
5
PLD icon
Prologis
PLD
+$951K

Top Sells

1
+$2.18M
2
+$1.27M
3
+$722K
4
ORCL icon
Oracle
ORCL
+$599K
5
ELME
Elme Communities
ELME
+$326K

Sector Composition

1 Technology 20.72%
2 Consumer Staples 14.89%
3 Healthcare 13.96%
4 Industrials 13.4%
5 Communication Services 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$662K 0.15%
11,593
+323
77
$653K 0.14%
18,375
+450
78
$631K 0.14%
4,675
79
$616K 0.14%
26,349
-2,384
80
$608K 0.13%
9,563
81
$589K 0.13%
9,824
+864
82
$558K 0.12%
12,000
83
$515K 0.11%
5,746
84
$504K 0.11%
28,951
-625
85
$496K 0.11%
7,276
+165
86
$483K 0.11%
5,078
87
$410K 0.09%
1,700
88
$405K 0.09%
2,400
89
$399K 0.09%
2,549
90
$392K 0.09%
2,495
-95
91
$369K 0.08%
15,900
92
$351K 0.08%
6,547
+201
93
$347K 0.08%
6,985
-975
94
$342K 0.08%
8,568
95
$331K 0.07%
7,107
-49
96
$324K 0.07%
714
97
$313K 0.07%
1,701
+250
98
$309K 0.07%
2,175
+450
99
$299K 0.07%
2,068
-184
100
$285K 0.06%
5,987
1 2 3
4
5