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
$500M
AUM Growth
+$7.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$9.6M
2
+$1.89M
3
+$1.57M
4
COTY icon
Coty
COTY
+$1.15M
5
GE icon
GE Aerospace
GE
+$861K

Top Sells

1
+$14.7M
2
+$8.71M
3
+$1.34M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.2M
5
JWN
Nordstrom
JWN
+$992K

Sector Composition

1 Consumer Staples 20.94%
2 Industrials 15.97%
3 Technology 14.18%
4 Healthcare 12.11%
5 Financials 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.6M 0.72%
141,917
+12
52
$3.56M 0.71%
103,995
-1,555
53
$3.42M 0.68%
53,667
-720
54
$3.37M 0.67%
71,545
-21,047
55
$3.37M 0.67%
53,091
+1,500
56
$2.9M 0.58%
56,454
-287,230
57
$2.64M 0.53%
11,789
-206
58
$2.52M 0.5%
17,280
-142
59
$2.44M 0.49%
51,083
-25
60
$2.29M 0.46%
42,370
-580
61
$2.06M 0.41%
42,420
-2,300
62
$2.02M 0.4%
54,820
+42,550
63
$1.87M 0.37%
22,132
-2,019
64
$1.79M 0.36%
47,563
+330
65
$1.73M 0.35%
18,838
-100
66
$1.63M 0.33%
6,492
-4,759
67
$1.46M 0.29%
14,565
-280
68
$1.43M 0.29%
10,611
69
$1.23M 0.25%
6,734
+175
70
$1.23M 0.25%
83,915
-26,604
71
$1.15M 0.23%
+69,251
72
$1.13M 0.23%
26,003
+28
73
$1.02M 0.2%
11,199
+1,355
74
$966K 0.19%
5,090
-200
75
$965K 0.19%
25,048
-1,776
1 2
3
4 5