TCM
Tufton Capital Management Portfolio holdings
AUM
$526M
1-Year Return
13.51%
This Quarter Return
+8.8%
1 Year Return
+13.51%
3 Year Return
+52.47%
5 Year Return
+109.4%
10 Year Return
+216.32%
AUM
$508M
AUM Growth
+$34.3M
(+7.2%)
Cap. Flow
-$3.57M
Cap. Flow
% of AUM
-0.7%
Top 10 Holdings %
Top 10 Hldgs %
30.9%
Holding
123
New
3
Increased
27
Reduced
55
Closed
3
Top Buys
| 1 |
Walt Disney
DIS
|
$1.95M |
| 2 |
VF Corp
VFC
|
$1.11M |
| 3 |
Bristol-Myers Squibb
BMY
|
$934K |
| 4 |
Bank of America
BAC
|
$804K |
| 5 |
Schlumberger
SLB
|
$710K |
Top Sells
| 1 |
Helmerich & Payne
HP
|
$2.94M |
| 2 |
CELG
Celgene Corp
CELG
|
$1.59M |
| 3 |
Target
TGT
|
$1.12M |
| 4 |
Kraft Heinz
KHC
|
$775K |
| 5 |
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% |
