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
$455M
AUM Growth
-$39.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$4.38M
2
+$2.44M
3
+$1.62M
4
VZ icon
Verizon
VZ
+$1.25M
5
HPQ icon
HP
HPQ
+$1.25M

Top Sells

1
+$5.39M
2
+$4.01M
3
+$1.01M
4
PCAR icon
PACCAR
PCAR
+$941K
5
NUE icon
Nucor
NUE
+$819K

Sector Composition

1 Consumer Staples 26.84%
2 Technology 14.22%
3 Industrials 14.01%
4 Healthcare 9.35%
5 Financials 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$48.6M 10.67%
1,184,050
2
$14.7M 3.23%
357,362
3
$12M 2.64%
152,847
-3,860
4
$11.9M 2.61%
98,247
-1,671
5
$11.3M 2.49%
185,510
-7,112
6
$10.9M 2.4%
147,071
-8,897
7
$10.9M 2.39%
301,756
-6,950
8
$10.2M 2.23%
229,514
-852
9
$9.79M 2.15%
207,790
-8,389
10
$9.65M 2.12%
320,200
-10,371
11
$8.9M 1.96%
95,372
-3,217
12
$8.61M 1.89%
119,675
-5,925
13
$8.59M 1.89%
279,600
-32,800
14
$8.24M 1.81%
193,269
+8,415
15
$7.81M 1.72%
456,095
-10,834
16
$7.51M 1.65%
136,868
+19,594
17
$7.43M 1.63%
136,560
-4,729
18
$7.3M 1.6%
35,227
-2,525
19
$7.29M 1.6%
59,412
-2,801
20
$7.19M 1.58%
99,105
-2,938
21
$7.12M 1.56%
138,687
-2,934
22
$6.93M 1.52%
90,734
+5,477
23
$6.71M 1.48%
119,877
-4,744
24
$6.51M 1.43%
46,987
-4,030
25
$6.49M 1.43%
80,806
-1,432
1
2 3 4 5