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
$547M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$3.36M
2
+$1.42M
3
+$936K
4
CDK
CDK Global, Inc.
CDK
+$682K
5
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$386K

Top Sells

1
+$5.71M
2
+$2.74M
3
+$1.83M
4
SLB icon
SLB Limited
SLB
+$1.57M
5
HPQ icon
HP
HPQ
+$1.5M

Sector Composition

1 Consumer Staples 21.89%
2 Technology 15.99%
3 Industrials 14.54%
4 Healthcare 8.86%
5 Financials 8.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$43.9M 8.02%
1,184,050
2
$16.7M 3.05%
180,494
-4,856
3
$15M 2.74%
333,773
-8,369
4
$13.3M 2.43%
357,262
5
$13.1M 2.4%
108,386
-2,576
6
$12.9M 2.36%
355,595
-9,962
7
$12.9M 2.36%
206,120
-4,223
8
$12.8M 2.33%
168,317
-4,562
9
$11.6M 2.11%
504,308
-7,860
10
$11.4M 2.08%
245,212
-8,001
11
$11.1M 2.02%
121,611
+251
12
$11M 2.01%
105,383
-3,097
13
$10.9M 2%
155,523
-2,204
14
$10M 1.83%
138,702
-2,748
15
$9.59M 1.75%
87,490
-490
16
$8.76M 1.6%
106,152
-2,989
17
$8.6M 1.57%
158,769
-4,723
18
$8.32M 1.52%
151,804
-4,008
19
$8.21M 1.5%
452,791
-3,390
20
$8.09M 1.48%
172,608
+7,002
21
$8.05M 1.47%
96,564
-12,693
22
$8M 1.46%
52,144
+668
23
$7.6M 1.39%
39,472
-1,175
24
$7.46M 1.36%
108,381
-3,992
25
$7.41M 1.35%
113,233
-2,999
1
2 3 4 5