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
$390M
AUM Growth
-$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$2.36M
2
+$830K
3
+$708K
4
AAPL icon
Apple
AAPL
+$448K
5
WFC icon
Wells Fargo
WFC
+$346K

Top Sells

1
+$4.18M
2
+$4.03M
3
+$3.44M
4
TIF
Tiffany & Co.
TIF
+$1.4M
5
IBM icon
IBM
IBM
+$1.01M

Sector Composition

1 Technology 19.35%
2 Consumer Staples 15.3%
3 Healthcare 14.64%
4 Industrials 12.74%
5 Communication Services 9.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.98M 1.53%
73,959
+92
27
$5.84M 1.5%
51,140
+6,201
28
$5.68M 1.46%
48,273
-265
29
$5.66M 1.45%
39,192
+146
30
$5.65M 1.45%
83,481
+1,075
31
$5.59M 1.43%
84,307
-140
32
$5.39M 1.38%
113,241
+583
33
$5.32M 1.36%
185,214
+12,043
34
$5.31M 1.36%
74,550
35
$5.25M 1.35%
56,221
+1,151
36
$5.21M 1.34%
253,662
+9,026
37
$5.05M 1.29%
229,342
+11,224
38
$4.96M 1.27%
41,320
-5
39
$4.29M 1.1%
40,470
-9,511
40
$4.21M 1.08%
37,655
+7,433
41
$4.08M 1.04%
191,961
+3,670
42
$3.69M 0.95%
50,534
+877
43
$3.54M 0.91%
16,149
+360
44
$3.12M 0.8%
70,582
-1,072
45
$3.03M 0.78%
126,919
-3,583
46
$2.36M 0.6%
+28,431
47
$2.06M 0.53%
144,365
+7,045
48
$1.94M 0.5%
66,486
+11,242
49
$1.94M 0.5%
40,513
-409
50
$1.92M 0.49%
33,080
-540
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2
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