TCM

Tufton Capital Management Portfolio holdings

AUM $572M
1-Year Est. Return 21.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.23%
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 +$3.4M
2 +$1.26M
3 +$924K
4
T icon
AT&T
T
+$718K
5
ABBV icon
AbbVie
ABBV
+$521K

Top Sells

1 +$1.24M
2 +$711K
3 +$567K
4
AAPL icon
Apple
AAPL
+$561K
5
ABT icon
Abbott
ABT
+$376K

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
126
$201K 0.03%
906
+6
127
$183K 0.03%
+2,801
128
-2,750