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
1
$31.8M 5.44%
134,935
+856
2
$25.9M 4.42%
130,648
-3,032
3
$20.6M 3.53%
199,600
-3,460
4
$19.9M 3.4%
130,714
-2,305
5
$17.2M 2.95%
93,464
-843
6
$15.7M 2.68%
128,440
-4,370
7
$15M 2.56%
64,537
-1,550
8
$14.9M 2.55%
79,306
-1,506
9
$13.6M 2.32%
125,425
+4,870
10
$13.6M 2.32%
184,417
+3,968
11
$13.3M 2.27%
36,024
+120
12
$13.2M 2.26%
49,300
-1,002
13
$13.2M 2.26%
80,335
+834
14
$13.2M 2.25%
302,351
-1,050
15
$12.8M 2.18%
94,264
+517
16
$12.5M 2.13%
195,092
-20,731
17
$12.1M 2.07%
70,417
-1,008
18
$12M 2.05%
190,421
+1,569
19
$11.8M 2.01%
101,229
+200
20
$10.8M 1.84%
81,411
-2,590
21
$10.4M 1.78%
115,174
-666
22
$10.3M 1.75%
85,707
-3,174
23
$10.3M 1.75%
175,179
-534
24
$9.8M 1.67%
148,175
-1,044
25
$9.66M 1.65%
249,598
+2,530
1
2 3 4 5