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
76
$822K 0.14%
7,576
+132
77
$733K 0.13%
9,700
-124
78
$732K 0.13%
9,900
79
$715K 0.12%
26,020
-21
80
$675K 0.12%
3,550
-383
81
$669K 0.11%
4,735
82
$659K 0.11%
9,563
83
$653K 0.11%
7,334
+540
84
$618K 0.11%
4,000
-1,660
85
$586K 0.1%
2,769
-108
86
$570K 0.1%
25,813
-31,134
87
$562K 0.1%
2,550
+150
88
$512K 0.09%
1,806
+25
89
$509K 0.09%
7,916
+1,464
90
$491K 0.08%
15,300
-600
91
$485K 0.08%
1,905
+661
92
$480K 0.08%
4,066
-19
93
$476K 0.08%
7,854
+1,742
94
$468K 0.08%
2,347
95
$457K 0.08%
6,371
+6
96
$448K 0.08%
2,068
97
$440K 0.08%
1,566
98
$414K 0.07%
6,900
-3,600
99
$385K 0.07%
1
100
$385K 0.07%
739
+15
2 3
4
5 6