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
$542M
AUM Growth
+$58.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$4.08M
2
+$3.17M
3
+$1.87M
4
RTX icon
RTX Corp
RTX
+$1.43M
5
DD icon
DuPont de Nemours
DD
+$1.38M

Top Sells

1
+$7.28M
2
+$4.5M
3
+$2.82M
4
WFC icon
Wells Fargo
WFC
+$2.49M
5
VFC icon
VF Corp
VFC
+$1.46M

Sector Composition

1 Technology 20.67%
2 Industrials 14.55%
3 Consumer Staples 14.05%
4 Healthcare 13.18%
5 Communication Services 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.42M 1.55%
49,996
-5,007
27
$7.86M 1.45%
133,820
+1,120
28
$7.8M 1.44%
47,139
-241
29
$7.69M 1.42%
91,075
-2,959
30
$7.58M 1.4%
51,849
+708
31
$7.49M 1.38%
247,068
+18,400
32
$7.15M 1.32%
83,669
-20
33
$6.91M 1.27%
75,423
-131
34
$6.52M 1.2%
91,187
+19,985
35
$6.24M 1.15%
39,241
+165
36
$6.18M 1.14%
41,685
+111
37
$6.1M 1.13%
39,640
+91
38
$5.13M 0.95%
61,983
+3,874
39
$4.86M 0.9%
40,379
+1,834
40
$4.86M 0.9%
223,618
-2,836
41
$4.79M 0.88%
15,672
+38
42
$4.52M 0.83%
41,461
+518
43
$4.41M 0.81%
107,088
-68,377
44
$4.4M 0.81%
31,525
+29,250
45
$4.38M 0.81%
116,024
+49,590
46
$4.16M 0.77%
58,513
+19,434
47
$3.7M 0.68%
67,457
+270
48
$3.65M 0.67%
65,759
+697
49
$3.14M 0.58%
46,539
+633
50
$2.81M 0.52%
32,080
+400
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2
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