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
$535M
AUM Growth
-$83.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$475K
2
+$372K
3
+$299K
4
DD icon
DuPont de Nemours
DD
+$286K
5
AMZN icon
Amazon
AMZN
+$241K

Top Sells

1
+$1.3M
2
+$1.1M
3
+$466K
4
CARR icon
Carrier Global
CARR
+$355K
5
RY icon
Royal Bank of Canada
RY
+$282K

Sector Composition

1 Technology 20.46%
2 Healthcare 16.05%
3 Industrials 14.74%
4 Consumer Staples 12.44%
5 Financials 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.2M 0.6%
61,994
-627
52
$3.13M 0.59%
128,557
-121
53
$2.76M 0.52%
25,360
-180
54
$2.63M 0.49%
37,285
-314
55
$2.02M 0.38%
4,190
56
$2.01M 0.38%
19,302
+1,373
57
$1.81M 0.34%
43,318
+10
58
$1.77M 0.33%
20,908
-523
59
$1.63M 0.31%
4,330
60
$1.6M 0.3%
10,140
61
$1.57M 0.29%
5,738
+35
62
$1.54M 0.29%
4,076
+75
63
$1.44M 0.27%
3,011
-20
64
$1.4M 0.26%
11,827
-25
65
$1.12M 0.21%
26,884
-750
66
$900K 0.17%
25,176
-25
67
$888K 0.17%
15,093
+1,092
68
$873K 0.16%
33,400
+50
69
$870K 0.16%
19,245
+370
70
$835K 0.16%
7,100
71
$818K 0.15%
9,827
-2,400
72
$771K 0.14%
3,919
+122
73
$765K 0.14%
2,557
74
$751K 0.14%
9,700
75
$735K 0.14%
7,960
-233
1 2
3
4 5