TCM
Tufton Capital Management Portfolio holdings
AUM
$526M
1-Year Return
13.51%
This Quarter Return
+8.46%
1 Year Return
+13.51%
3 Year Return
+52.47%
5 Year Return
+109.4%
10 Year Return
+216.32%
AUM
$470M
AUM Growth
+$3.75M
(+0.8%)
Cap. Flow
-$32.3M
Cap. Flow
% of AUM
-6.88%
Top 10 Holdings %
Top 10 Hldgs %
28.32%
Holding
127
New
5
Increased
16
Reduced
79
Closed
3
Top Buys
| 1 |
State Street
STT
|
$3.7M |
| 2 |
Alphabet (Google) Class C
GOOG
|
$784K |
| 3 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
$322K |
| 4 |
McDonald's
MCD
|
$278K |
| 5 |
Service Corp International
SCI
|
$221K |
Top Sells
| 1 |
McCormick & Company Non-Voting
MKC
|
$2.76M |
| 2 |
PACCAR
PCAR
|
$2.5M |
| 3 |
Enterprise Products Partners
EPD
|
$2.1M |
| 4 |
ELME
Elme Communities
ELME
|
$2.04M |
| 5 |
Newell Brands
NWL
|
$1.94M |
Sector Composition
| 1 | Technology | 17.57% |
| 2 | Industrials | 14.93% |
| 3 | Consumer Staples | 14.23% |
| 4 | Healthcare | 12.95% |
| 5 | Financials | 8.75% |
