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
$651M
AUM Growth
+$60.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1 +$3.13M
2 +$2.05M
3 +$373K
4
GLW icon
Corning
GLW
+$340K
5
CCI icon
Crown Castle
CCI
+$338K

Top Sells

1 +$3.9M
2 +$2.03M
3 +$605K
4
OTIS icon
Otis Worldwide
OTIS
+$506K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$454K

Sector Composition

1 Technology 22.42%
2 Industrials 13.76%
3 Healthcare 12.85%
4 Consumer Staples 12.51%
5 Financials 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$229K 0.04%
+640
127
$229K 0.04%
1,378
128
$216K 0.03%
+1,250
129
$215K 0.03%
3,148
-300
130
$111K 0.02%
188,940
131
-4,135