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
$462M
AUM Growth
+$7.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$891K
2
+$720K
3
+$537K
4
CCI icon
Crown Castle
CCI
+$427K
5
VZ icon
Verizon
VZ
+$407K

Top Sells

1
+$1.75M
2
+$1.69M
3
+$522K
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$509K
5
JNJ icon
Johnson & Johnson
JNJ
+$353K

Sector Composition

1 Technology 22%
2 Industrials 14.63%
3 Healthcare 14.32%
4 Consumer Staples 12.52%
5 Financials 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$755K 0.16%
15,090
-50
77
$727K 0.16%
3,423
+10
78
$711K 0.15%
15,738
79
$683K 0.15%
3,394
+35
80
$659K 0.14%
5,836
-101
81
$631K 0.14%
3,155
82
$619K 0.13%
24,833
-110
83
$609K 0.13%
9,477
84
$608K 0.13%
2,720
+299
85
$550K 0.12%
2,433
-20
86
$458K 0.1%
2,160
+110
87
$450K 0.1%
1,566
88
$446K 0.1%
9,137
+4
89
$422K 0.09%
10,353
90
$415K 0.09%
1,816
-35
91
$394K 0.09%
1,930
+45
92
$390K 0.08%
6,900
93
$387K 0.08%
+9,335
94
$380K 0.08%
1,286
95
$374K 0.08%
840
+30
96
$367K 0.08%
1,918
97
$357K 0.08%
1,277
98
$353K 0.08%
6,605
99
$350K 0.08%
7,128
-75
100
$344K 0.07%
5,000
1 2 3
4
5