TCM

Tufton Capital Management Portfolio holdings

AUM $561M
1-Year Est. Return 15.35%
This Quarter Est. Return
1 Year Est. Return
+15.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$408M
AUM Growth
-$62.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$2.29M
2
+$1.48M
3
+$1.24M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$819K
5
LMT icon
Lockheed Martin
LMT
+$783K

Top Sells

1
+$1.86M
2
+$1.6M
3
+$1.42M
4
GE icon
GE Aerospace
GE
+$1.35M
5
NUE icon
Nucor
NUE
+$754K

Sector Composition

1 Technology 17.79%
2 Consumer Staples 14.32%
3 Healthcare 14.05%
4 Industrials 13.85%
5 Financials 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.59M 0.64%
50,085
-14,557
52
$2.34M 0.57%
61,442
-2,667
53
$2.29M 0.56%
+21,097
54
$2.05M 0.5%
32,790
-405
55
$2.02M 0.5%
40,985
-760
56
$1.96M 0.48%
105,403
-12,108
57
$1.87M 0.46%
35,780
-260
58
$1.69M 0.41%
47,118
-90
59
$1.65M 0.4%
14,565
60
$1.65M 0.4%
44,588
+425
61
$1.4M 0.34%
15,590
-1,140
62
$1.37M 0.34%
6,691
63
$1.34M 0.33%
66,636
+2,623
64
$1.32M 0.32%
17,471
-648
65
$1.26M 0.31%
5,036
-232
66
$1.22M 0.3%
4,650
-50
67
$1.19M 0.29%
18,810
-25,325
68
$1.17M 0.29%
30,610
-790
69
$1.16M 0.29%
9,957
-200
70
$1.09M 0.27%
17,093
-1,134
71
$1.07M 0.26%
31,309
-54,654
72
$967K 0.24%
12,020
-166
73
$681K 0.17%
7,378
-260
74
$668K 0.16%
2,655
-43
75
$593K 0.15%
10,795
-21
1 2
3
4 5