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
76
$1.48M 0.27%
26,300
-60
77
$1.3M 0.24%
15,811
78
$1.2M 0.22%
14,789
-100
79
$1.17M 0.22%
7,600
80
$1.15M 0.21%
12,330
-40
81
$1.1M 0.2%
10,289
82
$822K 0.15%
26,416
+2,280
83
$791K 0.15%
19,871
+2,896
84
$782K 0.14%
16,000
85
$625K 0.11%
4,918
-985
86
$623K 0.11%
4,319
87
$597K 0.11%
7,630
+695
88
$567K 0.1%
12,571
-6,705
89
$543K 0.1%
16,454
-505
90
$469K 0.09%
31,679
-1,499
91
$413K 0.08%
10,313
+242
92
$381K 0.07%
10,400
93
$371K 0.07%
10,600
+1,350
94
$321K 0.06%
9,066
+275
95
$315K 0.06%
10,894
96
$307K 0.06%
3,500
97
$290K 0.05%
+12,095
98
$289K 0.05%
+6,869
99
$266K 0.05%
3,646
-60
100
$254K 0.05%
4,494
-210
1 2 3
4
5