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
$500M
AUM Growth
+$7.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$9.6M
2
+$1.89M
3
+$1.57M
4
COTY icon
Coty
COTY
+$1.15M
5
GE icon
GE Aerospace
GE
+$861K

Top Sells

1
+$14.7M
2
+$8.71M
3
+$1.34M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.2M
5
JWN
Nordstrom
JWN
+$992K

Sector Composition

1 Consumer Staples 20.94%
2 Industrials 15.97%
3 Technology 14.18%
4 Healthcare 12.11%
5 Financials 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.54M 1.51%
254,816
+11,951
27
$7.48M 1.5%
124,939
+271
28
$7.09M 1.42%
216,407
-840
29
$6.88M 1.38%
142,737
+4,375
30
$6.59M 1.32%
47,482
+750
31
$6.41M 1.28%
245,673
+2,925
32
$6.4M 1.28%
213,836
-550
33
$6.3M 1.26%
130,562
-1,830
34
$6.22M 1.24%
85,351
+880
35
$6.18M 1.24%
115,815
-755
36
$6M 1.2%
115,142
+36,349
37
$5.76M 1.15%
135,107
+18,593
38
$5.75M 1.15%
110,961
+3,505
39
$4.93M 0.99%
58,811
+95
40
$4.89M 0.98%
27,854
-413
41
$4.65M 0.93%
82,996
-495
42
$4.62M 0.92%
38,469
-510
43
$4.6M 0.92%
46,647
-120
44
$4.59M 0.92%
41,202
+370
45
$4.56M 0.91%
58,836
+305
46
$4.38M 0.88%
39,434
-260
47
$4.35M 0.87%
17,117
-1,678
48
$4.14M 0.83%
29,030
-135
49
$4.1M 0.82%
100,742
+5,644
50
$3.79M 0.76%
84,169
-265
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