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
101
$240K 0.06%
1,451
102
$239K 0.06%
+1,725
103
$239K 0.06%
5,930
+372
104
$211K 0.05%
1,650
105
$208K 0.05%
1,117
106
$96K 0.02%
16,000
107
– –
-12,378
108
– –
-447
109
– –
-5,082
110
– –
-9,007
111
– –
-4,632
112
– –
-1,626
113
– –
-11,027
114
– –
-1,267
115
– –
-6,043
116
– –
-5,000
117
– –
-790
118
– –
-3,962
119
– –
-10,476
120
– –
-10,000
1 2 3 4
5