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
$473M
AUM Growth
+$3.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$2.45M
2
+$2.06M
3
+$1.55M
4
UPS icon
United Parcel Service
UPS
+$1.04M
5
WFC icon
Wells Fargo
WFC
+$734K

Top Sells

1
+$2.86M
2
+$2.52M
3
+$2.25M
4
DD icon
DuPont de Nemours
DD
+$1.88M
5
KHC icon
Kraft Heinz
KHC
+$1.04M

Sector Composition

1 Technology 18.51%
2 Consumer Staples 14.33%
3 Industrials 13.96%
4 Healthcare 12.6%
5 Financials 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$334K 0.07%
9,078
+1,578
102
$333K 0.07%
2,634
103
$326K 0.07%
5,685
+175
104
$318K 0.07%
1
105
$312K 0.07%
6,122
-102
106
$305K 0.06%
10,500
-2,500
107
$301K 0.06%
4,151
-49
108
$301K 0.06%
1,451
-115
109
$280K 0.06%
765
110
$274K 0.06%
5,337
+390
111
$272K 0.06%
6,638
+32
112
$257K 0.05%
3,961
113
$254K 0.05%
4,607
+65
114
$233K 0.05%
497
-25
115
$233K 0.05%
5,000
116
$232K 0.05%
1,117
+8
117
$232K 0.05%
790
-60
118
$223K 0.05%
1,317
119
$212K 0.04%
1,650
120
$208K 0.04%
+1,326
121
$206K 0.04%
+1,626
122
$175K 0.04%
3,348
-728
123
– –
-49,065
124
– –
-4,150
125
– –
-12,950
2 3 4
5
6