TCM

Tufton Capital Management Portfolio holdings

AUM $561M
1-Year Est. Return 15.35%
This Quarter Est. Return
1 Year Est. Return
+15.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$519M
AUM Growth
-$9.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$2.71M
2
+$1.34M
3
+$455K
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$269K
5
BLK icon
Blackrock
BLK
+$267K

Top Sells

1
+$2.48M
2
+$1.67M
3
+$830K
4
TSLA icon
Tesla
TSLA
+$673K
5
ADP icon
Automatic Data Processing
ADP
+$520K

Sector Composition

1 Technology 21.73%
2 Healthcare 14.13%
3 Industrials 12.81%
4 Financials 11.99%
5 Consumer Staples 10.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.03M 0.2%
17,645
+302
77
$923K 0.18%
22,080
+1,446
78
$903K 0.17%
29,135
+2,450
79
$897K 0.17%
19,824
-100
80
$815K 0.16%
7,798
+403
81
$788K 0.15%
8,575
-92
82
$701K 0.14%
3,005
83
$688K 0.13%
9,710
84
$682K 0.13%
11,363
+1,658
85
$665K 0.13%
713
-125
86
$660K 0.13%
2,795
-250
87
$642K 0.12%
7,318
+329
88
$609K 0.12%
11,280
+335
89
$603K 0.12%
11,856
90
$528K 0.1%
7,425
91
$517K 0.1%
5,700
92
$500K 0.1%
1,364
93
$497K 0.1%
1,003
+30
94
$486K 0.09%
2,425
+425
95
$473K 0.09%
4,425
96
$445K 0.09%
1,510
97
$373K 0.07%
1,195
-30
98
$360K 0.07%
1,325
-18
99
$357K 0.07%
959
100
$350K 0.07%
1,653
1 2 3
4
5