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
$493M
AUM Growth
-$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.19M
3
+$621K
4
DXC icon
DXC Technology
DXC
+$592K
5
CPK icon
Chesapeake Utilities
CPK
+$517K

Top Sells

1
+$19.5M
2
+$1.68M
3
+$1.42M
4
ORCL icon
Oracle
ORCL
+$1.4M
5
MSFT icon
Microsoft
MSFT
+$884K

Sector Composition

1 Consumer Staples 23.46%
2 Industrials 15.44%
3 Technology 13.96%
4 Healthcare 11.57%
5 Financials 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$283K 0.06%
8,064
102
$262K 0.05%
1,500
-15
103
$260K 0.05%
4,699
104
$259K 0.05%
2,024
-76
105
$255K 0.05%
1
106
$252K 0.05%
3,133
107
$244K 0.05%
7,275
-3,725
108
$243K 0.05%
3,697
109
$232K 0.05%
2,753
110
$229K 0.05%
9,090
111
$228K 0.05%
1,488
112
$224K 0.05%
7,159
-525
113
$219K 0.04%
4,573
-95
114
$208K 0.04%
+5,390
115
$204K 0.04%
2,846
116
$203K 0.04%
4,200
-400
117
$201K 0.04%
+2,270
118
$24K ﹤0.01%
62,500
+600
119
$8K ﹤0.01%
100,700
120
– –
-1,900
121
– –
-15,488
122
– –
-158,940
123
– –
-6,700
124
$0 ﹤0.01%
10,000
1 2 3 4
5