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
$414M
AUM Growth
-$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$203K
2
+$184K
3
+$75.3K
4
HD icon
Home Depot
HD
+$55.9K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$49.9K

Top Sells

1
+$6.79M
2
+$6.39M
3
+$5.02M
4
LMT icon
Lockheed Martin
LMT
+$4.93M
5
TGT icon
Target
TGT
+$4.24M

Sector Composition

1 Technology 20.98%
2 Healthcare 15.4%
3 Industrials 14%
4 Consumer Staples 12.02%
5 Financials 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$256K 0.06%
5,249
-1,003
102
$249K 0.06%
1,840
-105
103
$240K 0.06%
906
104
$231K 0.06%
8,700
105
$227K 0.05%
800
106
$216K 0.05%
9,295
-2,000
107
$213K 0.05%
3,132
108
$210K 0.05%
1,040
109
$203K 0.05%
1,700
110
– –
-7,100
111
– –
-16,364
1 2 3 4
5