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
$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
-10,135
102
-65,250
103
-63,307
104
$0 ﹤0.01%
10,000