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
$500M
AUM Growth
+$7.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$9.6M
2
+$1.89M
3
+$1.57M
4
COTY icon
Coty
COTY
+$1.15M
5
GE icon
GE Aerospace
GE
+$861K

Top Sells

1
+$14.7M
2
+$8.71M
3
+$1.34M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.2M
5
JWN
Nordstrom
JWN
+$992K

Sector Composition

1 Consumer Staples 20.94%
2 Industrials 15.97%
3 Technology 14.18%
4 Healthcare 12.11%
5 Financials 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$793K 0.16%
8,748
-100
77
$689K 0.14%
53,404
-3,502
78
$688K 0.14%
+15,855
79
$637K 0.13%
8,580
-340
80
$591K 0.12%
+2,336
81
$563K 0.11%
+8,767
82
$537K 0.11%
14,730
83
$531K 0.11%
+14,850
84
$521K 0.1%
13,541
-350
85
$489K 0.1%
24,506
86
$481K 0.1%
2,925
-30
87
$454K 0.09%
16,000
88
$453K 0.09%
2,813
-30
89
$449K 0.09%
3,575
90
$446K 0.09%
+6,014
91
$443K 0.09%
10,200
92
$419K 0.08%
16,200
93
$415K 0.08%
11,955
94
$410K 0.08%
53,855
-5,935
95
$408K 0.08%
5,100
96
$396K 0.08%
8,638
97
$390K 0.08%
5,591
+1,894
98
$368K 0.07%
+9,531
99
$365K 0.07%
+6,929
100
$355K 0.07%
2,650
2 3
4
5 6