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
51
$3.13M 0.53%
45,754
-785
52
$3.13M 0.53%
82,450
-1,001
53
$3.11M 0.53%
30,200
-1,880
54
$2.45M 0.42%
13,865
-245
55
$2.36M 0.4%
18,524
-254
56
$2.33M 0.4%
45,455
+1,190
57
$2.26M 0.39%
28,701
-105
58
$1.94M 0.33%
42,498
-1,645
59
$1.81M 0.31%
4,569
-180
60
$1.77M 0.3%
14,984
-2,920
61
$1.64M 0.28%
9,349
-75
62
$1.6M 0.27%
30,675
+940
63
$1.54M 0.26%
6,026
-50
64
$1.52M 0.26%
3,830
+589
65
$1.5M 0.26%
4,190
66
$1.09M 0.19%
6,374
-500
67
$1.08M 0.19%
3,081
+150
68
$1.08M 0.18%
10,200
69
$1.01M 0.17%
20,590
+1,000
70
$984K 0.17%
18,905
+765
71
$943K 0.16%
33,200
-2,450
72
$943K 0.16%
11,234
-464
73
$938K 0.16%
13,020
+546
74
$933K 0.16%
2,495
75
$880K 0.15%
32,401
-160
1 2
3
4 5