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
$591M
AUM Growth
-$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$4.78M
2
+$3.6M
3
+$484K
4
LMT icon
Lockheed Martin
LMT
+$461K
5
WBA
Walgreens Boots Alliance
WBA
+$400K

Top Sells

1
+$3.03M
2
+$1.99M
3
+$1.87M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$904K
5
LEG icon
Leggett & Platt
LEG
+$793K

Sector Composition

1 Technology 20.76%
2 Industrials 14.14%
3 Consumer Staples 12.68%
4 Healthcare 12.5%
5 Communication Services 9.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$35.5M 6.01%
125,964
-6,616
2
$25.4M 4.3%
190,780
-6,780
3
$23.3M 3.95%
101,931
-13,230
4
$20.5M 3.47%
125,327
-1,142
5
$17.6M 2.97%
124,114
-1,692
6
$15.8M 2.67%
93,291
+1,104
7
$15.5M 2.62%
77,491
-1,147
8
$13M 2.21%
120,869
-2,153
9
$12.8M 2.17%
170,806
-663
10
$12.7M 2.16%
91,179
-771
11
$12.7M 2.15%
36,724
+1,337
12
$12.7M 2.14%
78,456
-659
13
$12.1M 2.04%
100,579
-300
14
$12M 2.03%
69,243
-234
15
$12M 2.03%
50,153
+1,596
16
$11.3M 1.91%
170,697
+2,868
17
$10.9M 1.85%
184,229
-108
18
$10.8M 1.83%
295,770
-2,120
19
$10.6M 1.79%
81,987
-1,567
20
$10.6M 1.79%
248,538
+1,705
21
$10.5M 1.78%
54,668
+253
22
$9.96M 1.69%
171,218
-1,714
23
$9.92M 1.68%
83,974
-4,775
24
$9.83M 1.66%
59,840
+21,940
25
$9.62M 1.63%
102,136
-935
1
2 3 4 5