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
$533M
AUM Growth
+$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$983K
3
+$669K
4
NVDA icon
NVIDIA
NVDA
+$479K
5
AMZN icon
Amazon
AMZN
+$288K

Top Sells

1
+$1.21M
2
+$766K
3
+$719K
4
RTX icon
RTX Corp
RTX
+$634K
5
DUK icon
Duke Energy
DUK
+$598K

Sector Composition

1 Technology 22.74%
2 Industrials 14.51%
3 Healthcare 13.64%
4 Consumer Staples 10.77%
5 Financials 10.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.34M 1.56%
34,756
-485
27
$8.14M 1.53%
71,403
-2,770
28
$7.85M 1.47%
97,525
-3,245
29
$7.74M 1.45%
105,068
-2,625
30
$7.59M 1.42%
64,004
-2,709
31
$7.48M 1.4%
54,837
+8,519
32
$7.26M 1.36%
128,587
-2,445
33
$6.62M 1.24%
40,889
-890
34
$6.41M 1.2%
71,253
-4,223
35
$6.37M 1.19%
66,217
-2,967
36
$6.19M 1.16%
27,990
-725
37
$5.84M 1.09%
34,333
-166
38
$5.23M 0.98%
43,040
-1,781
39
$5.09M 0.95%
29,320
-1,034
40
$5.09M 0.95%
44,146
-5,185
41
$4.81M 0.9%
66,960
-1,261
42
$4.32M 0.81%
31,637
-1,725
43
$4.28M 0.8%
82,699
-4,632
44
$4.27M 0.8%
95,100
-3,917
45
$4.05M 0.76%
4,577
+1,110
46
$4.03M 0.76%
24,296
-144
47
$3.92M 0.74%
44,012
-2,200
48
$3.82M 0.72%
6,626
+1,160
49
$3.79M 0.71%
8,969
-1,118
50
$3.44M 0.64%
7,472
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2
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