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
51
$1.91M 0.49%
39,461
-71,137
52
$1.66M 0.43%
43,045
-505
53
$1.5M 0.38%
14,565
54
$1.36M 0.35%
39,957
-4,884
55
$1.34M 0.34%
29,404
-1,335
56
$1.27M 0.33%
54,158
-1,553
57
$1.26M 0.32%
4,899
-41
58
$1.24M 0.32%
15,491
+15
59
$1.22M 0.31%
104,641
+17,598
60
$1.17M 0.3%
6,376
-100
61
$1.09M 0.28%
41,061
-583
62
$988K 0.25%
29,470
-855
63
$974K 0.25%
4,290
-70
64
$880K 0.23%
9,197
-200
65
$875K 0.22%
17,373
-95
66
$835K 0.21%
15,688
+30
67
$781K 0.2%
3,022
+133
68
$666K 0.17%
6,828
-75
69
$648K 0.17%
2,275
-100
70
$643K 0.16%
19,304
-1,475
71
$597K 0.15%
28,733
+1,991
72
$562K 0.14%
11,270
-34
73
$538K 0.14%
8,960
74
$532K 0.14%
5,460
-180
75
$530K 0.14%
9,563
1 2
3
4 5