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
$591M
AUM Growth
-$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1 +$4.93M
2 +$3.78M
3 +$509K
4
LMT icon
Lockheed Martin
LMT
+$484K
5
WBA
Walgreens Boots Alliance
WBA
+$411K

Top Sells

1 +$3.31M
2 +$1.93M
3 +$1.92M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$935K
5
LEG icon
Leggett & Platt
LEG
+$793K

Sector Composition

1 Technology 20.76%
2 Industrials 14.14%
3 Consumer Staples 12.68%
4 Healthcare 12.5%
5 Communication Services 9.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-15,308