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
$473M
AUM Growth
+$3.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$2.45M
2
+$2.06M
3
+$1.55M
4
UPS icon
United Parcel Service
UPS
+$1.04M
5
WFC icon
Wells Fargo
WFC
+$734K

Top Sells

1
+$2.86M
2
+$2.52M
3
+$2.25M
4
DD icon
DuPont de Nemours
DD
+$1.88M
5
KHC icon
Kraft Heinz
KHC
+$1.04M

Sector Composition

1 Technology 18.51%
2 Consumer Staples 14.33%
3 Industrials 13.96%
4 Healthcare 12.6%
5 Financials 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$23.3M 4.93%
174,219
-2,491
2
$14.9M 3.15%
133,451
-110
3
$14.6M 3.08%
182,248
-104
4
$13.2M 2.79%
172,140
+759
5
$12.9M 2.73%
149,035
-2,995
6
$12.1M 2.56%
73,299
-652
7
$12M 2.53%
85,814
-536
8
$11.5M 2.43%
217,765
-1,185
9
$11.4M 2.41%
31,337
-243
10
$10.9M 2.31%
202,040
-1,140
11
$10.9M 2.31%
78,388
-510
12
$10.9M 2.3%
99,070
-244
13
$10.7M 2.26%
187,984
-44,287
14
$10.6M 2.24%
220,886
+4,874
15
$10.3M 2.17%
51,474
-11,264
16
$10.2M 2.16%
107,679
17
$9.77M 2.07%
78,491
+1,222
18
$9.49M 2.01%
108,617
-7,472
19
$9.4M 1.99%
174,330
+315
20
$9.09M 1.92%
66,695
+67
21
$9M 1.9%
123,739
+2,460
22
$8.86M 1.87%
108,101
-1,101
23
$8.12M 1.72%
171,670
+15,502
24
$7.94M 1.68%
94,399
-988
25
$7.83M 1.65%
172,568
+5,447
1
2 3 4 5