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
101
$377K 0.06%
6,500
102
$374K 0.06%
8,268
-780
103
$369K 0.06%
+9,570
104
$368K 0.06%
7,119
-243
105
$330K 0.06%
1,083
-26
106
$302K 0.05%
1,351
-300
107
$278K 0.05%
1,230
108
$277K 0.05%
3,800
109
$277K 0.05%
+188,940
110
$255K 0.04%
5,000
111
$253K 0.04%
1,040
+85
112
$251K 0.04%
10,000
113
$250K 0.04%
1,100
+50
114
$243K 0.04%
1,020
-15
115
$242K 0.04%
4,756
-1,026
116
$236K 0.04%
+2,563
117
$233K 0.04%
+610
118
$224K 0.04%
+1,060
119
$219K 0.04%
1,250
-300
120
$214K 0.04%
3,448
-700
121
$210K 0.04%
2,100
122
$205K 0.04%
272
-50
123
$205K 0.04%
+450
124
$203K 0.03%
16,650
+4,300
125
$202K 0.03%
5,603
2 3 4
5
6