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
$514M
AUM Growth
+$5.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$1.33M
2
+$693K
3
+$470K
4
TSLA icon
Tesla
TSLA
+$290K
5
SOLV icon
Solventum
SOLV
+$261K

Top Sells

1
+$1.3M
2
+$569K
3
+$422K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$270K
5
FREL icon
Fidelity MSCI Real Estate Index ETF
FREL
+$243K

Sector Composition

1 Technology 23.5%
2 Industrials 13.37%
3 Healthcare 13.31%
4 Financials 10.72%
5 Consumer Staples 10.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.99M 0.58%
5,466
+225
52
$2.96M 0.57%
11,833
+125
53
$2.8M 0.55%
90,509
-915
54
$2.76M 0.54%
12,268
-357
55
$2.64M 0.51%
91,014
-5,990
56
$2.59M 0.5%
48,843
+4,214
57
$2.56M 0.5%
18,481
-212
58
$2.45M 0.48%
34,547
-675
59
$2.42M 0.47%
50,884
-1,737
60
$2.23M 0.43%
4,124
61
$2.23M 0.43%
4,093
+10
62
$2.16M 0.42%
2,542
-17
63
$2.14M 0.42%
34,200
-150
64
$1.6M 0.31%
12,557
-28
65
$1.53M 0.3%
15,852
-205
66
$1.46M 0.28%
9,422
67
$1.24M 0.24%
21,245
-775
68
$1.23M 0.24%
17,207
-432
69
$1.21M 0.23%
2,390
+65
70
$1.07M 0.21%
22,740
71
$1.06M 0.21%
4,560
72
$982K 0.19%
9,208
-398
73
$975K 0.19%
3,713
-3
74
$961K 0.19%
13,233
+179
75
$955K 0.19%
2,557
1 2
3
4 5