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
$609M
AUM Growth
+$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$5.83M
2
+$1.33M
3
+$671K
4
CB icon
Chubb
CB
+$492K
5
MKC icon
McCormick & Company Non-Voting
MKC
+$440K

Top Sells

1
+$3.74M
2
+$2.45M
3
+$2.2M
4
INTC icon
Intel
INTC
+$1.65M
5
LEG icon
Leggett & Platt
LEG
+$1.41M

Sector Composition

1 Technology 20.06%
2 Industrials 14.57%
3 Consumer Staples 13.35%
4 Healthcare 12.57%
5 Communication Services 9.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$388K 0.06%
+12,837
102
$387K 0.06%
7,319
+200
103
$378K 0.06%
8,043
-225
104
$368K 0.06%
1,575
+475
105
$345K 0.06%
1,083
106
$288K 0.05%
9,000
-6,300
107
$288K 0.05%
1,251
-100
108
$278K 0.05%
1,230
109
$278K 0.05%
4,145
+1,344
110
$274K 0.05%
1,125
+65
111
$270K 0.04%
1,040
112
$267K 0.04%
5,000
113
$264K 0.04%
3,500
-300
114
$259K 0.04%
2,563
115
$249K 0.04%
188,940
116
$248K 0.04%
16,750
+100
117
$238K 0.04%
6,102
+499
118
$229K 0.04%
262
-10
119
$227K 0.04%
450
120
$225K 0.04%
+1,700
121
$225K 0.04%
+735
122
$218K 0.04%
10,000
123
$212K 0.03%
+1,378
124
$208K 0.03%
3,448
125
$205K 0.03%
906
2 3 4
5
6