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
$585M
AUM Growth
+$43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$3.75M
2
+$1.34M
3
+$984K
4
T icon
AT&T
T
+$742K
5
ABBV icon
AbbVie
ABBV
+$527K

Top Sells

1
+$1.33M
2
+$687K
3
+$601K
4
AAPL icon
Apple
AAPL
+$534K
5
ABT icon
Abbott
ABT
+$380K

Sector Composition

1 Technology 20.07%
2 Industrials 15.16%
3 Consumer Staples 13.3%
4 Healthcare 12.58%
5 Communication Services 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.6M 1.64%
91,640
+565
27
$8.49M 1.45%
49,959
-37
28
$8.38M 1.43%
108,470
+17,283
29
$8.34M 1.43%
51,789
-60
30
$8.26M 1.41%
103,415
-890
31
$8.07M 1.38%
138,744
+4,924
32
$7.69M 1.31%
38,182
-1,059
33
$7.53M 1.29%
47,816
+677
34
$7.32M 1.25%
75,804
+381
35
$6.96M 1.19%
124,708
+17,620
36
$6.6M 1.13%
83,708
+39
37
$6.52M 1.11%
166,894
+96,099
38
$6.37M 1.09%
40,313
+673
39
$5.91M 1.01%
41,802
+117
40
$5.85M 1%
256,087
+32,469
41
$5.32M 0.91%
59,901
-2,082
42
$5.12M 0.87%
15,507
-165
43
$5.11M 0.87%
40,133
-246
44
$4.88M 0.83%
63,188
+4,675
45
$4.86M 0.83%
115,001
-1,023
46
$4.7M 0.8%
39,730
-1,731
47
$4.43M 0.76%
31,465
-60
48
$4.11M 0.7%
64,219
-1,540
49
$3.54M 0.61%
67,224
-233
50
$3.16M 0.54%
143,392
+755
1
2
3 4 5