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
$619M
AUM Growth
-$32.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$5.46M
2
+$598K
3
+$387K
4
AMZN icon
Amazon
AMZN
+$248K
5
SHEL icon
Shell
SHEL
+$213K

Top Sells

1
+$2.05M
2
+$2.03M
3
+$1.27M
4
CVX icon
Chevron
CVX
+$1.1M
5
OLN icon
Olin
OLN
+$1.06M

Sector Composition

1 Technology 21.28%
2 Industrials 14.82%
3 Healthcare 14.27%
4 Consumer Staples 12.17%
5 Financials 8.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$370K 0.06%
1,667
+652
102
$361K 0.06%
7,278
-45
103
$352K 0.06%
9,750
-250
104
$329K 0.05%
5,000
105
$325K 0.05%
8,700
106
$325K 0.05%
906
107
$324K 0.05%
1,083
108
$305K 0.05%
1,237
109
$285K 0.05%
800
+160
110
$282K 0.05%
1,700
111
$282K 0.05%
2,563
112
$278K 0.04%
1,040
113
$276K 0.04%
739
114
$268K 0.04%
10,895
-325
115
$249K 0.04%
14,750
-2,000
116
$244K 0.04%
1,150
117
$228K 0.04%
3,145
-3
118
$224K 0.04%
3,685
-5
119
$217K 0.04%
720
-15
120
$216K 0.03%
3,013
+213
121
$213K 0.03%
+3,883
122
$212K 0.03%
+1,339
123
$201K 0.03%
264
+2
124
$120K 0.02%
188,940
125
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5
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