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
$466M
AUM Growth
-$40.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$1.18M
3
+$636K
4
QCOM icon
Qualcomm
QCOM
+$494K
5
DUK icon
Duke Energy
DUK
+$327K

Top Sells

1
+$41.1M
2
+$2.69M
3
+$845K
4
EMR icon
Emerson Electric
EMR
+$775K
5
INTC icon
Intel
INTC
+$688K

Sector Composition

1 Technology 16.54%
2 Consumer Staples 15.53%
3 Industrials 14.62%
4 Healthcare 12.09%
5 Financials 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.4M 3.72%
176,023
-2,867
2
$14.3M 3.07%
137,272
-3,253
3
$14.1M 3.01%
282,674
-13,835
4
$13.6M 2.91%
164,267
-1,888
5
$12.2M 2.62%
160,537
-3,827
6
$11.4M 2.43%
196,028
-2,851
7
$11.1M 2.37%
119,527
-559
8
$10.7M 2.3%
88,258
+382
9
$10.6M 2.27%
78,803
-868
10
$10.4M 2.24%
69,207
-1,448
11
$10.3M 2.22%
234,496
-3,544
12
$10.1M 2.17%
181,520
-520
13
$10.1M 2.16%
211,310
-3,250
14
$9.26M 1.99%
120,600
-2,482
15
$9.25M 1.98%
167,213
-1,209
16
$9.23M 1.98%
69,395
-643
17
$9.16M 1.96%
165,257
-731
18
$9.13M 1.96%
116,022
-536
19
$9.11M 1.95%
72,060
-1,004
20
$9M 1.93%
66,321
-6,227
21
$8.74M 1.87%
126,461
-11,203
22
$8.74M 1.87%
111,994
-1,790
23
$8.53M 1.83%
106,679
24
$8.29M 1.78%
62,093
-2,647
25
$8.21M 1.76%
27,800
-545
1
2 3 4 5