TCM

Tufton Capital Management Portfolio holdings

AUM $561M
1-Year Est. Return 15.35%
This Quarter Est. Return
1 Year Est. Return
+15.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$519M
AUM Growth
-$9.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$2.71M
2
+$1.34M
3
+$455K
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$269K
5
BLK icon
Blackrock
BLK
+$267K

Top Sells

1
+$2.48M
2
+$1.67M
3
+$830K
4
TSLA icon
Tesla
TSLA
+$673K
5
ADP icon
Automatic Data Processing
ADP
+$520K

Sector Composition

1 Technology 21.73%
2 Healthcare 14.13%
3 Industrials 12.81%
4 Financials 11.99%
5 Consumer Staples 10.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$28.5M 5.49%
75,970
+215
2
$22.7M 4.37%
102,026
-986
3
$18.8M 3.62%
76,645
-3,385
4
$16.2M 3.12%
53,066
-1,703
5
$16.2M 3.12%
103,657
-1,610
6
$16M 3.08%
131,122
-2,991
7
$12.6M 2.43%
66,327
+539
8
$12M 2.32%
57,384
-779
9
$11.5M 2.22%
68,972
-1,093
10
$10.9M 2.09%
63,812
-194
11
$10.9M 2.09%
70,729
-64
12
$10.8M 2.09%
35,926
+81
13
$10.8M 2.07%
90,527
+271
14
$10.2M 1.97%
244,540
-430
15
$9.99M 1.92%
75,407
-12,593
16
$9.98M 1.92%
217,908
-2,402
17
$9.5M 1.83%
57,282
+177
18
$9.41M 1.81%
104,797
+113
19
$9.19M 1.77%
69,292
-1,965
20
$9.15M 1.76%
71,250
21
$8.99M 1.73%
125,287
-1,385
22
$8.87M 1.71%
19,854
+72
23
$8.43M 1.62%
25,572
+108
24
$8.33M 1.6%
35,169
-145
25
$8.27M 1.59%
50,213
-189
1
2 3 4 5