TCM

Tufton Capital Management Portfolio holdings

AUM $572M
1-Year Est. Return 21.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.23%
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 +$1.99M
2 +$1.62M
3 +$1.25M
4
MDLZ icon
Mondelez International
MDLZ
+$1.15M
5
DUK icon
Duke Energy
DUK
+$1.07M

Top Sells

1 +$2.35M
2 +$792K
3 +$717K
4
MSFT icon
Microsoft
MSFT
+$564K
5
ABBV icon
AbbVie
ABBV
+$485K

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
-4,373
127
-9,326
128
$0 ﹤0.01%
10,000