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
76
$515K 0.13%
17,925
+1,075
77
$513K 0.13%
29,576
-604
78
$472K 0.12%
36,100
+3,100
79
$434K 0.11%
5,078
80
$423K 0.11%
12,000
81
$405K 0.1%
5,746
-880
82
$402K 0.1%
4,675
83
$398K 0.1%
7,111
+54
84
$373K 0.1%
7,960
85
$357K 0.09%
2,590
86
$339K 0.09%
1,700
-50
87
$338K 0.09%
2,400
88
$336K 0.09%
24,960
-1,154
89
$324K 0.08%
8,568
-150
90
$312K 0.08%
2,549
-85
91
$303K 0.08%
15,900
92
$301K 0.08%
2,252
93
$284K 0.07%
6,346
+428
94
$281K 0.07%
7,156
95
$272K 0.07%
1
96
$269K 0.07%
10,400
-100
97
$268K 0.07%
7,140
+340
98
$252K 0.06%
4,658
-184
99
$245K 0.06%
5,987
-135
100
$243K 0.06%
3,925
-226
1 2 3
4
5