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
$609M
AUM Growth
+$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$5.83M
2
+$1.33M
3
+$671K
4
CB icon
Chubb
CB
+$492K
5
MKC icon
McCormick & Company Non-Voting
MKC
+$440K

Top Sells

1
+$3.74M
2
+$2.45M
3
+$2.2M
4
INTC icon
Intel
INTC
+$1.65M
5
LEG icon
Leggett & Platt
LEG
+$1.41M

Sector Composition

1 Technology 20.06%
2 Industrials 14.57%
3 Consumer Staples 13.35%
4 Healthcare 12.57%
5 Communication Services 9.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$830K 0.14%
3,552
+783
77
$793K 0.13%
15,308
-27,190
78
$790K 0.13%
25,988
-32
79
$782K 0.13%
4,735
80
$775K 0.13%
9,825
-75
81
$771K 0.13%
6,216
+2,150
82
$716K 0.12%
9,563
83
$714K 0.12%
3,250
+700
84
$710K 0.12%
9,700
85
$688K 0.11%
3,550
86
$606K 0.1%
2,530
+625
87
$594K 0.1%
13,895
+4,325
88
$541K 0.09%
1,816
+10
89
$533K 0.09%
7,962
+46
90
$504K 0.08%
2,122
-225
91
$497K 0.08%
7,854
92
$481K 0.08%
6,491
+120
93
$464K 0.08%
6,900
94
$453K 0.07%
2,068
95
$450K 0.07%
1,566
96
$428K 0.07%
1,585
+565
97
$418K 0.07%
1
98
$404K 0.07%
825
+215
99
$395K 0.06%
6,500
100
$390K 0.06%
739
2 3
4
5 6