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
$470M
AUM Growth
+$3.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$3.7M
2
+$784K
3
+$322K
4
MCD icon
McDonald's
MCD
+$278K
5
SCI icon
Service Corp International
SCI
+$221K

Top Sells

1
+$2.76M
2
+$2.5M
3
+$2.1M
4
ELME
Elme Communities
ELME
+$2.04M
5
NWL icon
Newell Brands
NWL
+$1.94M

Sector Composition

1 Technology 17.57%
2 Industrials 14.93%
3 Consumer Staples 14.23%
4 Healthcare 12.95%
5 Financials 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$20M 4.25%
174,803
-1,220
2
$14.7M 3.14%
130,649
-6,623
3
$13.3M 2.83%
150,579
-9,958
4
$13.2M 2.81%
155,262
-9,005
5
$12.7M 2.71%
269,029
-13,645
6
$12.5M 2.66%
184,498
-11,530
7
$11.9M 2.53%
230,642
-3,854
8
$11.7M 2.49%
209,140
-2,170
9
$11.6M 2.47%
194,660
+13,140
10
$11.5M 2.44%
83,070
-5,188
11
$11.4M 2.43%
63,195
-6,012
12
$11.1M 2.35%
73,434
-5,369
13
$10.7M 2.28%
113,155
-6,372
14
$10.3M 2.18%
165,323
-1,890
15
$10M 2.13%
65,676
-645
16
$9.87M 2.1%
112,136
-8,464
17
$9.53M 2.03%
27,535
-265
18
$9.49M 2.02%
107,890
-8,132
19
$9.08M 1.93%
108,179
+1,500
20
$8.95M 1.9%
68,993
-402
21
$8.72M 1.86%
71,358
-702
22
$8.64M 1.84%
103,789
-8,205
23
$8.57M 1.82%
111,934
-14,527
24
$8.32M 1.77%
57,536
-4,557
25
$8.09M 1.72%
229,109
-2,785
1
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