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
$532M
AUM Growth
+$38.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$39.7M
2
+$11.9M
3
+$510K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$435K
5
DINO icon
HF Sinclair
DINO
+$379K

Top Sells

1
+$7.12M
2
+$1.18M
3
+$1.08M
4
ZQK
QUICKSILVER,INC.
ZQK
+$724K
5
ESV
Ensco Rowan plc
ESV
+$630K

Sector Composition

1 Consumer Staples 20.73%
2 Technology 16.14%
3 Industrials 14.43%
4 Healthcare 8.8%
5 Financials 8.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.59M 0.86%
110,181
52
$4.53M 0.85%
60,520
-721
53
$4.22M 0.79%
111,395
+1,740
54
$4.01M 0.75%
40,830
+35
55
$3.99M 0.75%
42,095
+51
56
$3.54M 0.66%
219,694
-8,642
57
$3.52M 0.66%
139,440
+865
58
$3.52M 0.66%
62,432
-493
59
$3.36M 0.63%
62,567
-770
60
$3.35M 0.63%
80,647
-820
61
$3.29M 0.62%
95,940
-1,350
62
$3.2M 0.6%
52,625
63
$3.19M 0.6%
91,443
-3,940
64
$3.03M 0.57%
66,053
-480
65
$2.74M 0.51%
29,190
-225
66
$2.62M 0.49%
31,403
+1,175
67
$2.57M 0.48%
57,850
+480
68
$2.46M 0.46%
58,647
+580
69
$2.39M 0.45%
38,438
-1,460
70
$2.31M 0.43%
11,728
+7
71
$2.15M 0.4%
20,998
+138
72
$2.05M 0.39%
21,304
-945
73
$2.04M 0.38%
48,878
-783
74
$1.99M 0.37%
20,250
75
$1.95M 0.37%
96,577
-1,225
1 2
3
4 5