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
$619M
AUM Growth
-$32.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$5.46M
2
+$598K
3
+$387K
4
AMZN icon
Amazon
AMZN
+$248K
5
SHEL icon
Shell
SHEL
+$213K

Top Sells

1
+$2.05M
2
+$2.03M
3
+$1.27M
4
CVX icon
Chevron
CVX
+$1.1M
5
OLN icon
Olin
OLN
+$1.06M

Sector Composition

1 Technology 21.28%
2 Industrials 14.82%
3 Healthcare 14.27%
4 Consumer Staples 12.17%
5 Financials 8.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$36M 5.81%
116,623
-3,072
2
$25.3M 4.1%
181,520
-6,120
3
$21.5M 3.47%
101,194
-783
4
$20.8M 3.36%
118,908
-5,128
5
$19.1M 3.09%
117,908
-3,227
6
$17.6M 2.85%
77,490
+264
7
$16.8M 2.72%
123,286
-1,690
8
$15.4M 2.49%
34,870
-574
9
$14.8M 2.39%
90,671
-6,752
10
$14M 2.27%
49,255
-765
11
$14M 2.26%
170,666
-2,086
12
$13.8M 2.23%
78,004
-987
13
$13.3M 2.15%
182,461
-2,703
14
$13.2M 2.14%
86,503
-4,549
15
$12.9M 2.09%
70,119
-956
16
$12.7M 2.05%
92,414
-1,920
17
$12.4M 2.01%
55,839
-482
18
$12.4M 2%
81,039
-928
19
$11.2M 1.81%
303,028
-1,823
20
$10.6M 1.71%
169,017
-2,720
21
$10.4M 1.68%
171,249
-2,552
22
$10.4M 1.67%
104,490
-1,750
23
$10.2M 1.64%
47,439
-1,288
24
$10.1M 1.64%
62,100
+1,520
25
$9.99M 1.61%
242,357
-5,325
1
2 3 4 5