TCM
Tufton Capital Management Portfolio holdings
AUM
$526M
This Quarter Return
+1.67%
1 Year Return
+13.51%
3 Year Return
+52.47%
5 Year Return
+109.4%
10 Year Return
+216.32%
AUM
$496M
AUM Growth
+$496M
(+0.43%)
Cap. Flow
-$2.53M
Cap. Flow
% of AUM
-0.51%
Top 10 Holdings %
Top 10 Hldgs %
34.48%
Holding
111
New
5
Increased
35
Reduced
40
Closed
3
Top Buys
| 1 |
Bristol-Myers Squibb
BMY
|
$1.6M |
| 2 |
Olin
OLN
|
$510K |
| 3 |
HP
HPQ
|
$377K |
| 4 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
$358K |
| 5 |
iShares MSCI EAFE Min Vol Factor ETF
EFAV
|
$325K |
Top Sells
| 1 |
General Motors
GM
|
$3.8M |
| 2 |
Capital One
COF
|
$1.1M |
| 3 |
Corning
GLW
|
$879K |
| 4 |
Merck
MRK
|
$522K |
| 5 |
Hewlett Packard
HPE
|
$409K |
Sector Composition
| 1 | Consumer Staples | 27.91% |
| 2 | Industrials | 14.52% |
| 3 | Technology | 14.24% |
| 4 | Healthcare | 9.66% |
| 5 | Financials | 6.64% |