TCM

Tufton Capital Management Portfolio holdings

AUM $572M
1-Year Est. Return 21.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$455M
AUM Growth
-$39.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$4.38M
2
+$2.44M
3
+$1.62M
4
VZ icon
Verizon
VZ
+$1.25M
5
HPQ icon
HP
HPQ
+$1.25M

Top Sells

1
+$5.39M
2
+$4.01M
3
+$1.01M
4
PCAR icon
PACCAR
PCAR
+$941K
5
NUE icon
Nucor
NUE
+$819K

Sector Composition

1 Consumer Staples 26.84%
2 Technology 14.22%
3 Industrials 14.01%
4 Healthcare 9.35%
5 Financials 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-12,000
102
– –
-4,234
103
– –
-6,815
104
– –
-85,699
1 2 3 4
5