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
$609M
AUM Growth
+$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$5.83M
2
+$1.33M
3
+$671K
4
CB icon
Chubb
CB
+$492K
5
MKC icon
McCormick & Company Non-Voting
MKC
+$440K

Top Sells

1
+$3.74M
2
+$2.45M
3
+$2.2M
4
INTC icon
Intel
INTC
+$1.65M
5
LEG icon
Leggett & Platt
LEG
+$1.41M

Sector Composition

1 Technology 20.06%
2 Industrials 14.57%
3 Consumer Staples 13.35%
4 Healthcare 12.57%
5 Communication Services 9.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$35.9M 5.9%
132,580
-2,355
2
$27.8M 4.57%
115,161
-15,487
3
$24.8M 4.07%
197,560
-2,040
4
$19.7M 3.23%
126,469
-4,245
5
$17.2M 2.83%
125,806
-2,634
6
$16.2M 2.66%
92,187
-1,277
7
$15.6M 2.57%
78,638
-668
8
$13.9M 2.28%
123,022
-2,403
9
$13.6M 2.23%
69,477
-940
10
$13.4M 2.2%
35,387
-637
11
$13.3M 2.19%
171,469
-12,948
12
$13M 2.14%
79,115
-1,220
13
$12.9M 2.12%
48,557
-743
14
$12.4M 2.04%
91,950
-2,314
15
$12.3M 2.02%
184,337
-6,084
16
$12.2M 2%
297,890
-4,461
17
$12.1M 1.99%
100,879
-350
18
$11.9M 1.96%
83,554
+2,143
19
$11.8M 1.94%
54,415
-10,122
20
$11.3M 1.86%
167,829
+19,654
21
$10.8M 1.77%
172,932
-2,247
22
$10.3M 1.69%
88,749
+3,042
23
$10.2M 1.67%
246,833
-2,765
24
$10.1M 1.66%
48,729
-1,230
25
$9.92M 1.63%
103,071
-12,103
1
2 3 4 5