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
$464M
AUM Growth
+$1.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$641K
2
+$286K
3
+$260K
4
TSLA icon
Tesla
TSLA
+$246K
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$229K

Top Sells

1
+$902K
2
+$865K
3
+$830K
4
MDLZ icon
Mondelez International
MDLZ
+$736K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$685K

Sector Composition

1 Technology 22.89%
2 Industrials 14.42%
3 Healthcare 14.23%
4 Consumer Staples 11.58%
5 Financials 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$28.1M 6.07%
82,576
-2,541
2
$21.9M 4.71%
112,663
-4,649
3
$13.5M 2.92%
111,828
-5,665
4
$12.9M 2.79%
58,808
-1,422
5
$12.7M 2.73%
87,032
-2,642
6
$12.5M 2.7%
108,341
-3,345
7
$12.3M 2.65%
144,692
-376
8
$11.1M 2.4%
70,564
-2,083
9
$10.5M 2.27%
97,978
-2,000
10
$10.5M 2.27%
69,198
-1,695
11
$9.89M 2.13%
83,095
+2,180
12
$9.66M 2.08%
73,215
+132
13
$9.58M 2.07%
57,906
-1,039
14
$9.54M 2.06%
20,712
-905
15
$9.14M 1.97%
142,854
-2,548
16
$8.63M 1.86%
35,066
-1,247
17
$8.48M 1.83%
71,250
18
$8.43M 1.82%
37,168
-648
19
$8.39M 1.81%
46,797
-694
20
$8.36M 1.8%
85,390
-2,811
21
$8.35M 1.8%
238,283
-5,488
22
$8.18M 1.76%
112,084
-10,089
23
$8.13M 1.75%
60,372
-2,007
24
$7.97M 1.72%
61,103
-688
25
$7.75M 1.67%
71,111
-2,017
1
2 3 4 5