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
$619M
AUM Growth
-$32.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1 +$5.46M
2 +$598K
3 +$387K
4
AMZN icon
Amazon
AMZN
+$248K
5
SHEL icon
Shell
SHEL
+$213K

Top Sells

1 +$2.05M
2 +$2.03M
3 +$1.27M
4
CVX icon
Chevron
CVX
+$1.1M
5
OLN icon
Olin
OLN
+$1.06M

Sector Composition

1 Technology 21.28%
2 Industrials 14.82%
3 Healthcare 14.27%
4 Consumer Staples 12.17%
5 Financials 8.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-1,250
127
-17,625
128
-1,378
129
-7,629
130
-18,366
131
-450
132
-3,570