TCM

Tufton Capital Management Portfolio holdings

AUM $561M
1-Year Est. Return 15.35%
This Quarter Est. Return
1 Year Est. Return
+15.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$408M
AUM Growth
-$62.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$2.29M
2
+$1.48M
3
+$1.24M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$819K
5
LMT icon
Lockheed Martin
LMT
+$783K

Top Sells

1
+$1.86M
2
+$1.6M
3
+$1.42M
4
GE icon
GE Aerospace
GE
+$1.35M
5
NUE icon
Nucor
NUE
+$754K

Sector Composition

1 Technology 17.79%
2 Consumer Staples 14.32%
3 Healthcare 14.05%
4 Industrials 13.85%
5 Financials 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$588K 0.14%
15,860
-610
77
$551K 0.14%
41,734
-750
78
$542K 0.13%
16,320
-80
79
$514K 0.13%
22,982
80
$500K 0.12%
13,000
81
$481K 0.12%
23,521
-18
82
$473K 0.12%
2,325
-100
83
$463K 0.11%
6,688
84
$455K 0.11%
9,563
85
$431K 0.11%
5,740
+1,140
86
$414K 0.1%
9,540
-80
87
$400K 0.1%
2,685
88
$385K 0.09%
4,175
89
$371K 0.09%
7,960
90
$343K 0.08%
12,000
91
$329K 0.08%
15,900
92
$306K 0.08%
1
93
$304K 0.07%
35,250
94
$300K 0.07%
16,000
95
$299K 0.07%
8,288
+1,706
96
$290K 0.07%
6,712
-100
97
$290K 0.07%
5,605
-22
98
$285K 0.07%
1,997
-30
99
$283K 0.07%
6,224
-630
100
$280K 0.07%
1,750
1 2 3
4
5