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

Top Buys

1 +$3.47M
2 +$2.05M
3 +$385K
4
CCI icon
Crown Castle
CCI
+$382K
5
CAT icon
Caterpillar
CAT
+$342K

Top Sells

1 +$4.28M
2 +$2.11M
3 +$601K
4
OTIS icon
Otis Worldwide
OTIS
+$526K
5
LMT icon
Lockheed Martin
LMT
+$455K

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