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
$532M
AUM Growth
+$38.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$39.7M
2
+$11.9M
3
+$510K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$435K
5
DINO icon
HF Sinclair
DINO
+$379K

Top Sells

1
+$7.12M
2
+$1.18M
3
+$1.08M
4
ZQK
QUICKSILVER,INC.
ZQK
+$724K
5
ESV
Ensco Rowan plc
ESV
+$630K

Sector Composition

1 Consumer Staples 20.73%
2 Technology 16.14%
3 Industrials 14.43%
4 Healthcare 8.8%
5 Financials 8.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.83M 0.34%
42,009
+8,670
77
$1.83M 0.34%
34,124
-1,464
78
$1.66M 0.31%
9,734
79
$1.57M 0.29%
15,441
+300
80
$1.33M 0.25%
16,964
-200
81
$1.28M 0.24%
34,609
+525
82
$1.14M 0.21%
11,032
83
$1.11M 0.21%
15,811
84
$1.09M 0.21%
16,000
85
$1.09M 0.2%
12,746
-561
86
$961K 0.18%
19,276
87
$953K 0.18%
6,899
+3,150
88
$939K 0.18%
40,754
-905
89
$933K 0.18%
7,800
-200
90
$929K 0.17%
65,578
-2,400
91
$791K 0.15%
19,891
-372
92
$728K 0.14%
5,903
93
$645K 0.12%
19,754
-315
94
$597K 0.11%
23,688
95
$544K 0.1%
19,405
+316
96
$456K 0.09%
245,416
-5,390
97
$356K 0.07%
3,862
98
$320K 0.06%
11,088
99
$316K 0.06%
4,220
+50
100
$311K 0.06%
9,064
1 2 3
4
5