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
$547M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$3.36M
2
+$1.42M
3
+$936K
4
CDK
CDK Global, Inc.
CDK
+$682K
5
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$386K

Top Sells

1
+$5.71M
2
+$2.74M
3
+$1.83M
4
SLB icon
SLB Limited
SLB
+$1.57M
5
HPQ icon
HP
HPQ
+$1.5M

Sector Composition

1 Consumer Staples 21.89%
2 Technology 15.99%
3 Industrials 14.54%
4 Healthcare 8.86%
5 Financials 8.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$300K 0.05%
+7,093
102
$298K 0.05%
3,706
-156
103
$276K 0.05%
4,060
+60
104
$267K 0.05%
19,500
105
$251K 0.05%
4,704
-19
106
$236K 0.04%
19,575
+450
107
$228K 0.04%
+8,181
108
$226K 0.04%
1
109
$222K 0.04%
+2,884
110
$211K 0.04%
1,630
111
$159K 0.03%
58,940
112
$141K 0.03%
63,750
-4,000
113
$119K 0.02%
+12,000
114
$40K 0.01%
25,110
-220,306
115
$5K ﹤0.01%
134,700
116
$1K ﹤0.01%
+10,000
117
– –
-29,190
118
– –
-42,009
119
– –
-19,754
120
– –
-3,423
121
– –
-15,441
122
– –
-10,000
123
– –
-3,261
1 2 3 4
5