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
$535M
AUM Growth
-$83.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$475K
2
+$372K
3
+$299K
4
DD icon
DuPont de Nemours
DD
+$286K
5
AMZN icon
Amazon
AMZN
+$241K

Top Sells

1
+$1.3M
2
+$1.1M
3
+$466K
4
CARR icon
Carrier Global
CARR
+$355K
5
RY icon
Royal Bank of Canada
RY
+$282K

Sector Composition

1 Technology 20.46%
2 Healthcare 16.05%
3 Industrials 14.74%
4 Consumer Staples 12.44%
5 Financials 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.15M 1.52%
102,523
+968
27
$7.95M 1.49%
40,442
-137
28
$7.93M 1.48%
73,021
+16
29
$7.9M 1.48%
45,953
+100
30
$7.78M 1.45%
72,545
+116
31
$7.55M 1.41%
242,422
+65
32
$7.41M 1.38%
145,927
+20
33
$6.84M 1.28%
64,370
+2,270
34
$6.83M 1.28%
174,349
+1,270
35
$6.46M 1.21%
38,783
-465
36
$6.45M 1.21%
151,299
+3,624
37
$6.01M 1.12%
74,967
-174
38
$5.95M 1.11%
54,951
+101
39
$5.77M 1.08%
154,237
-1,038
40
$5.66M 1.06%
38,219
+100
41
$5.49M 1.03%
61,140
+5,295
42
$5.42M 1.01%
54,858
-650
43
$5.18M 0.97%
36,697
-25
44
$5M 0.93%
113,185
+3,956
45
$4.74M 0.89%
36,509
+2,869
46
$4.33M 0.81%
14,076
+58
47
$4.29M 0.8%
120,234
-9,953
48
$4.06M 0.76%
64,480
-33
49
$3.91M 0.73%
47,872
-125
50
$3.64M 0.68%
65,556
+5,155
1
2
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