TCM
Tufton Capital Management Portfolio holdings
AUM
$526M
This Quarter Return
-6.87%
1 Year Return
+13.51%
3 Year Return
+52.47%
5 Year Return
+109.4%
10 Year Return
+216.32%
AUM
$414M
AUM Growth
+$414M
(-23%)
Cap. Flow
-$61.7M
Cap. Flow
% of AUM
-14.9%
Top 10 Holdings %
Top 10 Hldgs %
29.99%
Holding
114
New
1
Increased
26
Reduced
59
Closed
2
Top Buys
| 1 |
Alphabet (Google) Class C
GOOG
|
$10.2M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$2.3M |
| 3 |
Zoetis
ZTS
|
$203K |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$184K |
| 5 |
Tesla
TSLA
|
$160K |
Top Sells
| 1 |
Microsoft
MSFT
|
$6.79M |
| 2 |
AbbVie
ABBV
|
$5.02M |
| 3 |
Lockheed Martin
LMT
|
$4.93M |
| 4 |
Target
TGT
|
$4.24M |
| 5 |
Merck
MRK
|
$3.71M |
Sector Composition
| 1 | Technology | 20.98% |
| 2 | Healthcare | 15.4% |
| 3 | Industrials | 14% |
| 4 | Consumer Staples | 12.02% |
| 5 | Financials | 8.99% |
