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
$507M
AUM Growth
-$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$1.41M
3
+$1.12M
4
MDLZ icon
Mondelez International
MDLZ
+$1.11M
5
DUK icon
Duke Energy
DUK
+$1.07M

Top Sells

1
+$2.35M
2
+$712K
3
+$710K
4
MSFT icon
Microsoft
MSFT
+$563K
5
INTC icon
Intel
INTC
+$494K

Sector Composition

1 Consumer Staples 21.43%
2 Technology 15.11%
3 Industrials 14.72%
4 Healthcare 11.55%
5 Financials 8.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-4,541
127
– –
-4,966
128
– –
-9,326
2 3 4 5
6