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
$478M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$3.14M
2
+$2.79M
3
+$2.71M
4
GLW icon
Corning
GLW
+$1.99M
5
BAC icon
Bank of America
BAC
+$1.62M

Top Sells

1
+$3.38M
2
+$2.89M
3
+$2.46M
4
VOD icon
Vodafone
VOD
+$1.5M
5
KO icon
Coca-Cola
KO
+$1.44M

Sector Composition

1 Technology 16.73%
2 Industrials 16.42%
3 Consumer Staples 11.41%
4 Energy 9.83%
5 Financials 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$352K 0.07%
3,857
102
$334K 0.07%
1,395
-613
103
$334K 0.07%
8,366
+600
104
$318K 0.07%
11,088
-546
105
$318K 0.07%
3,500
106
$308K 0.06%
4,180
+915
107
$300K 0.06%
4,000
108
$258K 0.05%
9,064
-1,652
109
$243K 0.05%
8,000
110
$242K 0.05%
4,663
+334
111
$241K 0.05%
3,261
+79
112
$222K 0.05%
19,500
113
$220K 0.05%
1,680
-117
114
$211K 0.04%
2,974
-300
115
$8K ﹤0.01%
134,700
116
– –
-15,832
117
– –
-29,638
1 2 3 4
5