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
$508M
AUM Growth
+$34.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$1.95M
2
+$1.11M
3
+$934K
4
BAC icon
Bank of America
BAC
+$804K
5
SLB icon
SLB Limited
SLB
+$710K

Top Sells

1
+$2.94M
2
+$1.59M
3
+$1.12M
4
KHC icon
Kraft Heinz
KHC
+$775K
5
CPK icon
Chesapeake Utilities
CPK
+$441K

Sector Composition

1 Technology 18.14%
2 Consumer Staples 14.25%
3 Industrials 13.56%
4 Healthcare 12.94%
5 Financials 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$316K 0.06%
10,500
102
$309K 0.06%
4,151
103
$308K 0.06%
4,842
104
$298K 0.06%
5,558
+292
105
$286K 0.06%
1,451
106
$256K 0.05%
790
107
$253K 0.05%
5,082
108
$243K 0.05%
1,117
109
$233K 0.05%
3,962
+1
110
$230K 0.05%
+1,650
111
$230K 0.05%
5,000
112
$224K 0.04%
+447
113
$224K 0.04%
6,043
114
$221K 0.04%
1,626
115
$220K 0.04%
+680
116
$215K 0.04%
1,267
117
$210K 0.04%
4,632
-64,814
118
– –
-1,600
119
– –
-27,748
120
$0 ﹤0.01%
10,000
121
– –
-16,010
1 2 3 4
5