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
51
$4.65M 0.85%
60,586
+34
52
$4.38M 0.8%
284,733
+3,971
53
$4.33M 0.79%
169,320
+2,112
54
$4.24M 0.78%
132,435
-11,040
55
$4.17M 0.77%
90,633
+1,766
56
$4.15M 0.76%
98,583
-15,207
57
$3.91M 0.72%
40,292
+970
58
$3.83M 0.7%
61,542
-90
59
$3.76M 0.69%
52,625
60
$3.68M 0.68%
79,518
+2,116
61
$3.45M 0.63%
95,715
62
$3.29M 0.6%
65,798
+250
63
$2.83M 0.52%
64,159
+5,557
64
$2.82M 0.52%
13,675
+1,991
65
$2.77M 0.51%
60,130
-18,465
66
$2.69M 0.49%
38,008
-95
67
$2.38M 0.44%
31,543
+30
68
$2.17M 0.4%
19,200
69
$2.12M 0.39%
21,386
70
$2.08M 0.38%
88,772
-105
71
$1.95M 0.36%
47,616
+1,595
72
$1.94M 0.36%
137,052
-432
73
$1.86M 0.34%
21,111
74
$1.79M 0.33%
10,078
-33
75
$1.6M 0.29%
34,519
-25
1 2
3
4 5