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
$542M
AUM Growth
+$58.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$4.08M
2
+$3.17M
3
+$1.87M
4
RTX icon
RTX Corp
RTX
+$1.43M
5
DD icon
DuPont de Nemours
DD
+$1.38M

Top Sells

1
+$7.28M
2
+$4.5M
3
+$2.82M
4
WFC icon
Wells Fargo
WFC
+$2.49M
5
VFC icon
VF Corp
VFC
+$1.46M

Sector Composition

1 Technology 20.67%
2 Industrials 14.55%
3 Consumer Staples 14.05%
4 Healthcare 13.18%
5 Communication Services 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$759K 0.14%
9,563
77
$757K 0.14%
9,824
78
$710K 0.13%
32,561
+931
79
$684K 0.13%
7,444
-102
80
$671K 0.12%
2,495
81
$660K 0.12%
26,041
-311
82
$652K 0.12%
9,900
-725
83
$649K 0.12%
6,794
+600
84
$631K 0.12%
3,933
-742
85
$629K 0.12%
2,877
+300
86
$612K 0.11%
10,500
-1,500
87
$572K 0.11%
4,735
-343
88
$499K 0.09%
2,400
89
$480K 0.09%
15,900
90
$478K 0.09%
4,085
+700
91
$462K 0.09%
2,347
-61
92
$462K 0.09%
1,781
+385
93
$439K 0.08%
2,068
94
$435K 0.08%
6,365
-260
95
$434K 0.08%
9,048
+480
96
$427K 0.08%
1,566
-134
97
$400K 0.07%
6,452
+551
98
$391K 0.07%
724
+10
99
$365K 0.07%
6,500
-485
100
$356K 0.07%
6,112
+125
1 2 3
4
5