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
1
$18M 3.77%
184,526
-25,154
2
$14.2M 2.97%
347,699
+11,373
3
$13.7M 2.86%
110,237
+1,104
4
$12.6M 2.63%
207,313
+647
5
$11.2M 2.33%
175,167
+2,091
6
$11.1M 2.32%
150,723
-2,506
7
$10.7M 2.24%
515,811
+95,782
8
$10.7M 2.24%
109,063
-185
9
$10.5M 2.19%
255,319
+2,495
10
$10.2M 2.14%
55,552
-723
11
$9.72M 2.03%
120,651
+847
12
$9.55M 2%
157,905
+8,418
13
$9.49M 1.98%
367,655
+3,570
14
$8.93M 1.87%
164,772
+1,334
15
$8.63M 1.8%
88,803
+480
16
$8.33M 1.74%
107,984
-456
17
$8.01M 1.67%
101,537
-330
18
$7.77M 1.62%
156,220
+1,587
19
$7.61M 1.59%
671,279
+276,554
20
$7.6M 1.59%
151,100
+6,119
21
$7.48M 1.56%
110,289
+3,548
22
$7.47M 1.56%
75,228
+1,180
23
$7.01M 1.47%
104,990
+1,136
24
$6.96M 1.46%
134,034
-14,775
25
$6.77M 1.41%
41,457
-173
1
2 3 4 5