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
$514M
AUM Growth
+$5.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$1.33M
2
+$693K
3
+$470K
4
TSLA icon
Tesla
TSLA
+$290K
5
SOLV icon
Solventum
SOLV
+$261K

Top Sells

1
+$1.3M
2
+$569K
3
+$422K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$270K
5
FREL icon
Fidelity MSCI Real Estate Index ETF
FREL
+$243K

Sector Composition

1 Technology 23.5%
2 Industrials 13.37%
3 Healthcare 13.31%
4 Financials 10.72%
5 Consumer Staples 10.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.78M 1.51%
131,032
-972
27
$7.71M 1.5%
74,173
+4,525
28
$7.57M 1.47%
71,250
29
$7.05M 1.37%
107,693
+1,284
30
$6.87M 1.34%
69,184
-541
31
$6.52M 1.27%
66,713
-50
32
$6.36M 1.24%
100,770
-670
33
$6.35M 1.24%
41,779
+60
34
$6.34M 1.23%
46,318
+322
35
$5.94M 1.16%
75,476
-96
36
$5.69M 1.11%
34,499
-287
37
$5.28M 1.03%
30,354
-486
38
$4.97M 0.97%
28,715
39
$4.94M 0.96%
49,331
-128
40
$4.54M 0.88%
44,821
+332
41
$4.45M 0.87%
24,440
+372
42
$4.34M 0.84%
68,221
-525
43
$4.08M 0.79%
99,017
-1,828
44
$3.95M 0.77%
10,087
+12
45
$3.75M 0.73%
38,603
-487
46
$3.72M 0.72%
46,212
+999
47
$3.63M 0.71%
87,331
-4,709
48
$3.41M 0.66%
33,362
-5,567
49
$3.14M 0.61%
3,467
+15
50
$3.04M 0.59%
7,472
-50
1
2
3 4 5