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
$619M
AUM Growth
-$32.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$5.46M
2
+$598K
3
+$387K
4
AMZN icon
Amazon
AMZN
+$248K
5
SHEL icon
Shell
SHEL
+$213K

Top Sells

1
+$2.05M
2
+$2.03M
3
+$1.27M
4
CVX icon
Chevron
CVX
+$1.1M
5
OLN icon
Olin
OLN
+$1.06M

Sector Composition

1 Technology 21.28%
2 Industrials 14.82%
3 Healthcare 14.27%
4 Consumer Staples 12.17%
5 Financials 8.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$885K 0.14%
4,735
77
$883K 0.14%
8,193
+605
78
$842K 0.14%
3,797
+143
79
$831K 0.13%
17,303
-2,222
80
$821K 0.13%
9,700
81
$818K 0.13%
25,266
-183
82
$650K 0.11%
14,695
+275
83
$640K 0.1%
9,563
84
$637K 0.1%
3,155
-395
85
$589K 0.1%
3,076
+132
86
$551K 0.09%
2,122
87
$548K 0.09%
2,380
+80
88
$496K 0.08%
8,936
+557
89
$484K 0.08%
1,930
+35
90
$466K 0.08%
25,000
91
$446K 0.07%
6,900
92
$433K 0.07%
8,383
+1,287
93
$427K 0.07%
1,846
-10
94
$420K 0.07%
6,337
-120
95
$411K 0.07%
7,154
-600
96
$401K 0.06%
835
+70
97
$391K 0.06%
1,566
98
$379K 0.06%
8,467
-50
99
$373K 0.06%
1,918
-150
100
$372K 0.06%
5,550
-400
2 3
4
5 6