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TCM

Tufton Capital Management Portfolio holdings

AUM $550M
1-Year Est. Return 24.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$561M
AUM Growth
+$35.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$939K
2
+$734K
3
+$548K
4
AXP icon
American Express
AXP
+$414K
5
IBM icon
IBM
IBM
+$409K

Top Sells

1
+$1.41M
2
+$383K
3
+$341K
4
CAVA icon
CAVA Group
CAVA
+$313K
5
MSFT icon
Microsoft
MSFT
+$238K

Sector Composition

1 Technology 24.29%
2 Industrials 13.19%
3 Healthcare 12.58%
4 Financials 12.48%
5 Consumer Staples 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.65M 1.36%
27,123
+1,561
27
$7.58M 1.35%
27,156
-153
28
$7.54M 1.34%
33,129
-340
29
$7.08M 1.26%
48,381
-578
30
$7.02M 1.25%
61,276
-595
31
$6.94M 1.24%
40,128
+313
32
$6.8M 1.21%
108,933
-510
33
$6.67M 1.19%
41,128
-65
34
$6.36M 1.13%
66,829
-708
35
$6.16M 1.1%
68,630
-795
36
$6.03M 1.07%
62,502
-259
37
$5.82M 1.04%
83,494
+3,077
38
$5.72M 1.02%
28,857
+20
39
$5.56M 0.99%
93,105
-70
40
$5.56M 0.99%
22,864
-24
41
$5.28M 0.94%
42,638
-275
42
$4.84M 0.86%
7,240
-134
43
$4.75M 0.85%
30,645
+1,573
44
$4.63M 0.83%
55,497
-792
45
$4.37M 0.78%
5,732
+986
46
$4.26M 0.76%
30,348
-2,680
47
$4.05M 0.72%
61,148
-1,553
48
$4.05M 0.72%
8,727
-284
49
$3.83M 0.68%
87,235
-1,009
50
$3.73M 0.66%
7,419
+25
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