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
$542M
AUM Growth
+$58.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$4.08M
2
+$3.17M
3
+$1.87M
4
RTX icon
RTX Corp
RTX
+$1.43M
5
DD icon
DuPont de Nemours
DD
+$1.38M

Top Sells

1
+$7.28M
2
+$4.5M
3
+$2.82M
4
WFC icon
Wells Fargo
WFC
+$2.49M
5
VFC icon
VF Corp
VFC
+$1.46M

Sector Composition

1 Technology 20.67%
2 Industrials 14.55%
3 Consumer Staples 14.05%
4 Healthcare 13.18%
5 Communication Services 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.79M 0.52%
142,637
-2,230
52
$2.47M 0.46%
14,110
53
$2.14M 0.39%
28,806
-365
54
$2.14M 0.39%
70,795
-82,553
55
$2.05M 0.38%
83,451
-6,449
56
$1.96M 0.36%
44,143
+190
57
$1.9M 0.35%
17,904
+2,713
58
$1.86M 0.34%
18,778
+83
59
$1.81M 0.33%
44,265
+100
60
$1.77M 0.33%
4,749
-187
61
$1.49M 0.27%
29,735
+150
62
$1.41M 0.26%
6,076
-45
63
$1.4M 0.26%
9,424
+452
64
$1.34M 0.25%
4,190
65
$1.23M 0.23%
56,947
-9,191
66
$1.22M 0.22%
3,241
+274
67
$1.1M 0.2%
2,931
-327
68
$1.04M 0.19%
6,874
-493
69
$1.02M 0.19%
10,200
70
$988K 0.18%
35,650
-150
71
$924K 0.17%
19,590
-250
72
$921K 0.17%
5,660
+460
73
$861K 0.16%
12,474
+556
74
$851K 0.16%
11,698
-2,615
75
$833K 0.15%
18,140
-15
1 2
3
4 5