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
$464M
AUM Growth
+$1.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$641K
2
+$286K
3
+$260K
4
TSLA icon
Tesla
TSLA
+$246K
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$229K

Top Sells

1
+$902K
2
+$865K
3
+$830K
4
MDLZ icon
Mondelez International
MDLZ
+$736K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$685K

Sector Composition

1 Technology 22.89%
2 Industrials 14.42%
3 Healthcare 14.23%
4 Consumer Staples 11.58%
5 Financials 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$305K 0.07%
5,167
102
$301K 0.07%
684
103
$298K 0.06%
7,500
-1,835
104
$282K 0.06%
825
-15
105
$263K 0.06%
9,625
+730
106
$251K 0.05%
1,250
107
$246K 0.05%
+940
108
$236K 0.05%
515
-325
109
$229K 0.05%
+1,319
110
$226K 0.05%
+5,350
111
$222K 0.05%
3,925
-25
112
$219K 0.05%
9,750
113
$216K 0.05%
550
-275
114
$214K 0.05%
3,545
115
$212K 0.05%
3,905
-2,700
116
$211K 0.05%
2,402
-866
117
$206K 0.04%
+440
118
$100K 0.02%
+14,300
119
– –
-362
120
– –
-1,450
121
– –
-1,653
122
– –
-3,160
1 2 3 4
5