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
$473M
AUM Growth
+$3.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1 +$2.45M
2 +$2.06M
3 +$1.55M
4
UPS icon
United Parcel Service
UPS
+$1.04M
5
WFC icon
Wells Fargo
WFC
+$734K

Top Sells

1 +$2.86M
2 +$2.52M
3 +$2.25M
4
DD icon
DuPont de Nemours
DD
+$1.88M
5
KHC icon
Kraft Heinz
KHC
+$1.04M

Sector Composition

1 Technology 18.51%
2 Consumer Staples 14.33%
3 Industrials 13.96%
4 Healthcare 12.6%
5 Financials 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$0 ﹤0.01%
10,000