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
101
$236K 0.04%
+7,228
102
$235K 0.04%
8,531
+350
103
$221K 0.04%
17,000
-2,500
104
$217K 0.04%
1
105
$216K 0.04%
19,575
106
$201K 0.04%
2,834
-50
107
$158K 0.03%
12,000
108
$118K 0.02%
63,750
109
$57K 0.01%
58,940
110
$29K 0.01%
19,885
-5,225
111
$5K ﹤0.01%
134,700
112
$2K ﹤0.01%
10,000
113
– –
-4,060
114
– –
-108,381
115
– –
-37,854
116
– –
-16,727
117
– –
-1,630
118
– –
-49,499
119
– –
-7,093
1 2 3 4
5