TCM
Tufton Capital Management Portfolio holdings
AUM
$526M
1-Year Return
13.51%
This Quarter Return
+12.68%
1 Year Return
+13.51%
3 Year Return
+52.47%
5 Year Return
+109.4%
10 Year Return
+216.32%
AUM
$470M
AUM Growth
+$61.9M
(+15%)
Cap. Flow
+$13M
Cap. Flow
% of AUM
2.77%
Top 10 Holdings %
Top 10 Hldgs %
28.64%
Holding
127
New
8
Increased
51
Reduced
41
Closed
4
Top Buys
| 1 |
Walt Disney
DIS
|
$4.57M |
| 2 |
Crown Castle
CCI
|
$2.36M |
| 3 |
Qualcomm
QCOM
|
$2.05M |
| 4 |
Apple
AAPL
|
$1.76M |
| 5 |
Exxon Mobil
XOM
|
$1.25M |
Top Sells
| 1 |
Intel
INTC
|
$2.91M |
| 2 |
PACCAR
PCAR
|
$2.34M |
| 3 |
Enterprise Products Partners
EPD
|
$810K |
| 4 |
Harley-Davidson
HOG
|
$729K |
| 5 |
Johnson & Johnson
JNJ
|
$575K |
Sector Composition
| 1 | Technology | 18.34% |
| 2 | Consumer Staples | 14.18% |
| 3 | Industrials | 13.81% |
| 4 | Healthcare | 12.71% |
| 5 | Financials | 8.2% |
