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
$454M
AUM Growth
+$64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$1.98M
2
+$1.97M
3
+$1.62M
4
CARR icon
Carrier Global
CARR
+$1.51M
5
PLD icon
Prologis
PLD
+$951K

Top Sells

1
+$2.18M
2
+$1.27M
3
+$722K
4
ORCL icon
Oracle
ORCL
+$599K
5
ELME
Elme Communities
ELME
+$326K

Sector Composition

1 Technology 20.72%
2 Consumer Staples 14.89%
3 Healthcare 13.96%
4 Industrials 13.4%
5 Communication Services 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$277K 0.06%
1,109
-8
102
$273K 0.06%
5,750
-180
103
$267K 0.06%
1
104
$252K 0.06%
1,550
-100
105
$251K 0.06%
3,800
-125
106
$231K 0.05%
+5,782
107
$224K 0.05%
4,333
-325
108
$223K 0.05%
+1,950
109
$220K 0.05%
10,400
110
$208K 0.05%
+9,425
111
$143K 0.03%
16,000
112
– –
-54,158
1 2 3 4
5