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
$651M
AUM Growth
+$60.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$3.47M
2
+$2.05M
3
+$385K
4
CCI icon
Crown Castle
CCI
+$382K
5
CAT icon
Caterpillar
CAT
+$342K

Top Sells

1
+$4.28M
2
+$2.11M
3
+$601K
4
OTIS icon
Otis Worldwide
OTIS
+$526K
5
LMT icon
Lockheed Martin
LMT
+$455K

Sector Composition

1 Technology 22.42%
2 Industrials 13.76%
3 Healthcare 12.85%
4 Consumer Staples 12.51%
5 Financials 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$917K 0.14%
3,550
77
$905K 0.14%
9,700
78
$883K 0.14%
25,449
-577
79
$876K 0.13%
2,557
80
$868K 0.13%
7,588
+5
81
$818K 0.13%
3,250
-50
82
$791K 0.12%
3,654
+120
83
$774K 0.12%
4,735
84
$696K 0.11%
9,563
85
$683K 0.1%
6,603
+285
86
$618K 0.09%
2,122
87
$612K 0.09%
14,420
+375
88
$592K 0.09%
2,944
+154
89
$577K 0.09%
2,300
+415
90
$554K 0.09%
1,895
-10
91
$504K 0.08%
6,900
92
$501K 0.08%
8,379
+296
93
$492K 0.08%
765
-60
94
$480K 0.07%
1,856
+90
95
$476K 0.07%
1,566
96
$475K 0.07%
7,754
-150
97
$471K 0.07%
6,457
-34
98
$450K 0.07%
1
99
$449K 0.07%
1,083
100
$445K 0.07%
739
2 3
4
5 6