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TCM

Tufton Capital Management Portfolio holdings

AUM $550M
1-Year Est. Return 24.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$561M
AUM Growth
+$35.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$939K
2
+$734K
3
+$548K
4
AXP icon
American Express
AXP
+$414K
5
IBM icon
IBM
IBM
+$409K

Top Sells

1
+$1.41M
2
+$383K
3
+$341K
4
CAVA icon
CAVA Group
CAVA
+$313K
5
MSFT icon
Microsoft
MSFT
+$238K

Sector Composition

1 Technology 24.29%
2 Industrials 13.19%
3 Healthcare 12.58%
4 Financials 12.48%
5 Consumer Staples 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.71M 0.66%
17,457
-26
52
$3.23M 0.58%
71,725
-1,781
53
$3.07M 0.55%
94,178
-4,830
54
$3.01M 0.54%
4,516
+15
55
$2.74M 0.49%
87,737
-559
56
$2.58M 0.46%
37,778
-217
57
$2.47M 0.44%
2,667
+9
58
$2.29M 0.41%
12,290
-75
59
$2.23M 0.4%
33,314
-16
60
$2.08M 0.37%
61,925
-4,050
61
$1.96M 0.35%
24,558
-389
62
$1.81M 0.32%
9,019
63
$1.81M 0.32%
2,462
-15
64
$1.72M 0.31%
12,295
+1,112
65
$1.63M 0.29%
18,687
+398
66
$1.5M 0.27%
4,513
+1,300
67
$1.38M 0.25%
15,111
-150
68
$1.33M 0.24%
4,124
69
$1.25M 0.22%
31,930
+15
70
$1.2M 0.21%
14,568
-287
71
$1.16M 0.21%
2,536
72
$1.14M 0.2%
17,458
-306
73
$1.14M 0.2%
24,095
-1,853
74
$1.07M 0.19%
19,694
75
$1.01M 0.18%
2,956
+50
1 2
3
4 5