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
$462M
AUM Growth
+$7.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$891K
2
+$720K
3
+$537K
4
CCI icon
Crown Castle
CCI
+$427K
5
VZ icon
Verizon
VZ
+$407K

Top Sells

1
+$1.75M
2
+$1.69M
3
+$522K
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$509K
5
JNJ icon
Johnson & Johnson
JNJ
+$353K

Sector Composition

1 Technology 22%
2 Industrials 14.63%
3 Healthcare 14.32%
4 Consumer Staples 12.52%
5 Financials 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$24.5M 5.31%
85,117
-237
2
$19.3M 4.18%
117,312
-365
3
$13.4M 2.9%
60,230
-273
4
$12.2M 2.64%
117,493
+2,665
5
$12.1M 2.62%
73,083
+49
6
$11.9M 2.57%
111,686
-16,456
7
$11.9M 2.56%
72,647
-292
8
$11.7M 2.53%
89,674
+467
9
$11.4M 2.46%
145,068
-716
10
$11M 2.37%
99,978
-533
11
$10.5M 2.28%
70,893
-195
12
$10.3M 2.23%
80,915
-168
13
$10.2M 2.21%
21,617
-140
14
$10.1M 2.18%
145,402
-907
15
$9.94M 2.15%
62,379
-10,596
16
$9.21M 1.99%
47,491
+321
17
$9.14M 1.98%
58,945
-2,276
18
$9.12M 1.97%
71,250
19
$8.64M 1.87%
88,201
-492
20
$8.6M 1.86%
243,771
-1,586
21
$8.52M 1.84%
122,173
-41
22
$8.4M 1.82%
62,726
+3,189
23
$8.31M 1.8%
36,313
-941
24
$8.02M 1.73%
37,816
-2,463
25
$7.89M 1.71%
47,406
+225
1
2 3 4 5