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
$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
1
$22.8M 5.86%
144,883
-26,516
2
$13.4M 3.43%
182,012
+2,801
3
$12.8M 3.28%
137,620
+168
4
$12M 3.07%
132,953
+1,291
5
$11.8M 3.02%
217,414
-1,196
6
$11.6M 2.99%
200,280
+1,600
7
$10.5M 2.69%
95,511
-874
8
$10.5M 2.68%
79,769
-250
9
$10.4M 2.67%
30,725
+14
10
$10.3M 2.64%
184,939
-533
11
$10.3M 2.63%
214,726
+713
12
$10.2M 2.61%
74,623
-66
13
$9.52M 2.44%
98,560
+173
14
$8.82M 2.26%
115,747
+171
15
$8.78M 2.25%
175,415
-265
16
$8.66M 2.22%
101,029
-2,050
17
$8.53M 2.19%
134,104
+7,044
18
$7.83M 2.01%
67,499
+1,724
19
$7.43M 1.91%
50,917
-70
20
$7.25M 1.86%
134,898
+1,699
21
$7.18M 1.84%
91,054
+864
22
$6.97M 1.79%
96,269
+4,433
23
$6.53M 1.67%
171,847
+1,462
24
$6.45M 1.65%
119,357
+1,395
25
$6.25M 1.6%
105,239
-625
1
2 3 4 5