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
$464M
AUM Growth
+$1.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$641K
2
+$286K
3
+$260K
4
TSLA icon
Tesla
TSLA
+$246K
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$229K

Top Sells

1
+$902K
2
+$865K
3
+$830K
4
MDLZ icon
Mondelez International
MDLZ
+$736K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$685K

Sector Composition

1 Technology 22.89%
2 Industrials 14.42%
3 Healthcare 14.23%
4 Consumer Staples 11.58%
5 Financials 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$712K 0.15%
3,155
77
$694K 0.15%
3,394
78
$667K 0.14%
5,956
+120
79
$633K 0.14%
9,477
80
$632K 0.14%
2,970
+250
81
$620K 0.13%
24,694
-139
82
$600K 0.13%
11,090
-4,000
83
$598K 0.13%
2,085
-75
84
$582K 0.13%
2,758
-665
85
$577K 0.12%
12,487
-3,251
86
$469K 0.1%
1,566
87
$461K 0.1%
9,347
+210
88
$450K 0.1%
1,814
-2
89
$416K 0.09%
1,395
+118
90
$414K 0.09%
1,683
-750
91
$412K 0.09%
1,326
+40
92
$398K 0.09%
1,918
93
$393K 0.08%
6,000
-900
94
$387K 0.08%
11,340
95
$373K 0.08%
7,128
96
$371K 0.08%
10,128
-225
97
$350K 0.08%
1,805
-125
98
$323K 0.07%
5,000
99
$323K 0.07%
5,138
-212
100
$317K 0.07%
1,040
1 2 3
4
5