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
$533M
AUM Growth
+$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$983K
3
+$669K
4
NVDA icon
NVIDIA
NVDA
+$479K
5
AMZN icon
Amazon
AMZN
+$288K

Top Sells

1
+$1.21M
2
+$766K
3
+$719K
4
RTX icon
RTX Corp
RTX
+$634K
5
DUK icon
Duke Energy
DUK
+$598K

Sector Composition

1 Technology 22.74%
2 Industrials 14.51%
3 Healthcare 13.64%
4 Consumer Staples 10.77%
5 Financials 10.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.27M 0.61%
11,778
-55
52
$2.8M 0.53%
26,975
-11,628
53
$2.79M 0.52%
11,717
-551
54
$2.77M 0.52%
33,672
-875
55
$2.71M 0.51%
18,076
-405
56
$2.58M 0.48%
88,559
-2,455
57
$2.55M 0.48%
46,749
-2,094
58
$2.54M 0.48%
47,797
-3,087
59
$2.53M 0.47%
4,405
+312
60
$2.28M 0.43%
2,577
+35
61
$2.14M 0.4%
4,124
62
$1.98M 0.37%
84,322
-6,187
63
$1.95M 0.37%
33,860
-340
64
$1.78M 0.33%
12,565
+8
65
$1.71M 0.32%
9,262
-160
66
$1.63M 0.31%
15,727
-125
67
$1.36M 0.26%
2,377
-13
68
$1.3M 0.24%
16,710
+3,477
69
$1.29M 0.24%
10,660
+3,945
70
$1.27M 0.24%
16,332
-875
71
$1.24M 0.23%
4,560
72
$1.07M 0.2%
17,139
-4,106
73
$1.06M 0.2%
2,536
-21
74
$979K 0.18%
20,464
-450
75
$959K 0.18%
8,807
+1,165
1 2
3
4 5