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
$591M
AUM Growth
-$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$4.78M
2
+$3.6M
3
+$484K
4
LMT icon
Lockheed Martin
LMT
+$461K
5
WBA
Walgreens Boots Alliance
WBA
+$400K

Top Sells

1
+$3.03M
2
+$1.99M
3
+$1.87M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$904K
5
LEG icon
Leggett & Platt
LEG
+$793K

Sector Composition

1 Technology 20.76%
2 Industrials 14.14%
3 Consumer Staples 12.68%
4 Healthcare 12.5%
5 Communication Services 9.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$395K 0.07%
6,500
102
$387K 0.07%
1,766
-50
103
$355K 0.06%
1,083
104
$350K 0.06%
10,682
-2,155
105
$342K 0.06%
7,368
-675
106
$339K 0.06%
1,250
+125
107
$301K 0.05%
1,251
108
$301K 0.05%
5,000
109
$274K 0.05%
1,040
110
$267K 0.05%
9,000
111
$265K 0.04%
4,135
-10
112
$257K 0.04%
450
113
$254K 0.04%
2,563
114
$253K 0.04%
5,891
-211
115
$250K 0.04%
1,700
116
$243K 0.04%
735
117
$237K 0.04%
16,750
118
$234K 0.04%
906
119
$224K 0.04%
10,000
120
$219K 0.04%
262
121
$215K 0.04%
188,940
122
$213K 0.04%
3,448
123
$200K 0.03%
1,378
124
– –
-1,230
125
– –
-3,500
2 3 4
5
6