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
$414M
AUM Growth
-$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$203K
2
+$184K
3
+$75.3K
4
HD icon
Home Depot
HD
+$55.9K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$49.9K

Top Sells

1
+$6.79M
2
+$6.39M
3
+$5.02M
4
LMT icon
Lockheed Martin
LMT
+$4.93M
5
TGT icon
Target
TGT
+$4.24M

Sector Composition

1 Technology 20.98%
2 Healthcare 15.4%
3 Industrials 14%
4 Consumer Staples 12.02%
5 Financials 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$638K 0.15%
4,735
77
$636K 0.15%
9,563
78
$625K 0.15%
5,952
+143
79
$597K 0.14%
24,988
-273
80
$592K 0.14%
3,155
81
$592K 0.14%
16,298
82
$586K 0.14%
15,140
+120
83
$566K 0.14%
2,468
+5
84
$531K 0.13%
2,319
+197
85
$415K 0.1%
1,935
86
$398K 0.1%
3,293
+100
87
$392K 0.09%
9,135
-904
88
$366K 0.09%
8,383
89
$364K 0.09%
1,566
90
$354K 0.09%
1,286
+203
91
$320K 0.08%
1,918
92
$320K 0.08%
5,550
93
$317K 0.08%
6,900
94
$317K 0.08%
1,377
+140
95
$311K 0.08%
7,203
96
$307K 0.07%
795
97
$291K 0.07%
6,580
-574
98
$288K 0.07%
5,000
99
$274K 0.07%
1,851
100
$261K 0.06%
9,750
1 2 3
4
5