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
$532M
AUM Growth
+$38.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$39.7M
2
+$11.9M
3
+$510K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$435K
5
DINO icon
HF Sinclair
DINO
+$379K

Top Sells

1
+$7.12M
2
+$1.18M
3
+$1.08M
4
ZQK
QUICKSILVER,INC.
ZQK
+$724K
5
ESV
Ensco Rowan plc
ESV
+$630K

Sector Composition

1 Consumer Staples 20.73%
2 Technology 16.14%
3 Industrials 14.43%
4 Healthcare 8.8%
5 Financials 8.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.76M 1.27%
233,198
-1,545
27
$6.71M 1.26%
116,232
-1,070
28
$6.6M 1.24%
55,691
-604
29
$6.58M 1.24%
55,186
-800
30
$6.49M 1.22%
243,764
-1,128
31
$6.35M 1.19%
69,758
-1,461
32
$6.35M 1.19%
97,337
-1,226
33
$6.28M 1.18%
115,636
-740
34
$6.01M 1.13%
236,854
+9,405
35
$5.95M 1.12%
112,373
-1,910
36
$5.88M 1.1%
114,829
-1,705
37
$5.56M 1.04%
111,220
-5
38
$5.52M 1.04%
456,181
-91
39
$5.28M 0.99%
41,432
-205
40
$5.28M 0.99%
56,673
-560
41
$5.2M 0.98%
121,911
-2,595
42
$5.2M 0.98%
150,984
-2,846
43
$5.13M 0.96%
82,013
-365
44
$5.09M 0.96%
74,444
-570
45
$5.09M 0.96%
134,084
-1,115
46
$4.92M 0.92%
288,672
+29,935
47
$4.91M 0.92%
167,623
-250
48
$4.89M 0.92%
256,577
-56,612
49
$4.89M 0.92%
54,886
-850
50
$4.76M 0.89%
81,812
-1,132
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