TCM

Tufton Capital Management Portfolio holdings

AUM $561M
1-Year Est. Return 15.35%
This Quarter Est. Return
1 Year Est. Return
+15.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$519M
AUM Growth
+$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$4.19M
2
+$2.28M
3
+$2.04M
4
NWL icon
Newell Brands
NWL
+$823K
5
OXY icon
Occidental Petroleum
OXY
+$650K

Top Sells

1
+$3.54M
2
+$2.52M
3
+$1.25M
4
JWN
Nordstrom
JWN
+$1.04M
5
GE icon
GE Aerospace
GE
+$838K

Sector Composition

1 Consumer Staples 20.63%
2 Industrials 15.48%
3 Technology 14.52%
4 Healthcare 11.42%
5 Financials 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-2,846
127
– –
-1,173
128
$0 ﹤0.01%
10,000
129
– –
-100,700
130
– –
-2,270
2 3 4 5
6