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
$651M
AUM Growth
+$60.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$3.47M
2
+$2.05M
3
+$385K
4
CCI icon
Crown Castle
CCI
+$382K
5
CAT icon
Caterpillar
CAT
+$342K

Top Sells

1
+$4.28M
2
+$2.11M
3
+$601K
4
OTIS icon
Otis Worldwide
OTIS
+$526K
5
LMT icon
Lockheed Martin
LMT
+$455K

Sector Composition

1 Technology 22.42%
2 Industrials 13.76%
3 Healthcare 12.85%
4 Consumer Staples 12.51%
5 Financials 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$444K 0.07%
8,517
102
$431K 0.07%
2,068
103
$419K 0.06%
7,096
+1,205
104
$408K 0.06%
5,950
-550
105
$407K 0.06%
11,220
+1,270
106
$354K 0.05%
5,000
107
$353K 0.05%
7,323
-45
108
$347K 0.05%
16,750
109
$341K 0.05%
+1,015
110
$331K 0.05%
1,237
-14
111
$328K 0.05%
10,000
112
$327K 0.05%
8,700
-300
113
$319K 0.05%
906
114
$303K 0.05%
1,700
115
$303K 0.05%
+3,570
116
$300K 0.05%
450
117
$292K 0.04%
1,150
-100
118
$278K 0.04%
1,040
119
$272K 0.04%
2,563
120
$264K 0.04%
735
121
$244K 0.04%
+2,800
122
$242K 0.04%
+3,690
123
$239K 0.04%
262
124
$235K 0.04%
+25,000
125
$232K 0.04%
7,629
-3,053
2 3 4
5
6