TCM
Tufton Capital Management Portfolio holdings
AUM
$526M
1-Year Return
13.51%
This Quarter Return
+9.44%
1 Year Return
+13.51%
3 Year Return
+52.47%
5 Year Return
+109.4%
10 Year Return
+216.32%
AUM
$484M
AUM Growth
+$30M
(+6.6%)
Cap. Flow
-$4.97M
Cap. Flow
% of AUM
-1.03%
Top 10 Holdings %
Top 10 Hldgs %
32.3%
Holding
120
New
7
Increased
24
Reduced
58
Closed
2
Top Buys
| 1 |
Crown Castle
CCI
|
$1.88M |
| 2 |
NXP Semiconductors
NXPI
|
$1.17M |
| 3 |
Otis Worldwide
OTIS
|
$699K |
| 4 |
Automatic Data Processing
ADP
|
$647K |
| 5 |
Visa
V
|
$515K |
Top Sells
| 1 |
Microsoft
MSFT
|
$1.98M |
| 2 |
Oracle
ORCL
|
$1.58M |
| 3 |
ELME
Elme Communities
ELME
|
$928K |
| 4 |
HP
HPQ
|
$504K |
| 5 |
Corning
GLW
|
$402K |
Sector Composition
| 1 | Technology | 20.32% |
| 2 | Consumer Staples | 16.07% |
| 3 | Industrials | 14.26% |
| 4 | Healthcare | 13.85% |
| 5 | Communication Services | 8.77% |
