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
$546M
AUM Growth
-$1.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$4.4M
2
+$4.21M
3
+$2.47M
4
ABBV icon
AbbVie
ABBV
+$2.27M
5
COF icon
Capital One
COF
+$469K

Top Sells

1
+$7.46M
2
+$1.36M
3
+$1.03M
4
LEG icon
Leggett & Platt
LEG
+$851K
5
NEM icon
Newmont
NEM
+$715K

Sector Composition

1 Consumer Staples 22.37%
2 Technology 15.01%
3 Industrials 14.11%
4 Healthcare 10.2%
5 Financials 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.24M 1.33%
112,206
-450
27
$6.89M 1.26%
49,932
-3,878
28
$6.84M 1.25%
98,627
+1,371
29
$6.78M 1.24%
67,008
+255
30
$6.66M 1.22%
241,194
+710
31
$6.62M 1.21%
95,465
-1,897
32
$6.49M 1.19%
136,621
+1,900
33
$6.22M 1.14%
77,683
+2,198
34
$6.15M 1.13%
40,958
+434
35
$6.08M 1.11%
162,200
+65,945
36
$6.06M 1.11%
245,805
+2,772
37
$5.93M 1.09%
73,898
+1,023
38
$5.8M 1.06%
66,545
-680
39
$5.75M 1.05%
54,789
-45
40
$5.74M 1.05%
54,710
+925
41
$5.74M 1.05%
174,181
+2,545
42
$5.7M 1.05%
145,919
-460
43
$5.55M 1.02%
114,055
+2,876
44
$5.53M 1.01%
109,279
45
$5.25M 0.96%
54,947
+569
46
$5.15M 0.94%
84,718
+1,395
47
$5.02M 0.92%
133,143
+1,493
48
$4.89M 0.9%
120,520
+449
49
$4.86M 0.89%
42,130
+120
50
$4.83M 0.89%
85,293
+150
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2
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