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
$535M
AUM Growth
-$83.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$475K
2
+$372K
3
+$299K
4
DD icon
DuPont de Nemours
DD
+$286K
5
AMZN icon
Amazon
AMZN
+$241K

Top Sells

1
+$1.3M
2
+$1.1M
3
+$466K
4
CARR icon
Carrier Global
CARR
+$355K
5
RY icon
Royal Bank of Canada
RY
+$282K

Sector Composition

1 Technology 20.46%
2 Healthcare 16.05%
3 Industrials 14.74%
4 Consumer Staples 12.44%
5 Financials 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$719K 0.13%
3,375
+121
77
$686K 0.13%
25,261
-5
78
$670K 0.13%
9,563
79
$664K 0.12%
16,298
-1,005
80
$659K 0.12%
5,809
-80
81
$656K 0.12%
4,735
82
$620K 0.12%
16,364
+7,897
83
$574K 0.11%
2,463
+83
84
$559K 0.1%
15,020
+325
85
$551K 0.1%
3,155
86
$494K 0.09%
1,935
+5
87
$492K 0.09%
10,039
+1,103
88
$476K 0.09%
2,122
89
$439K 0.08%
8,383
90
$436K 0.08%
3,193
+117
91
$419K 0.08%
1,851
+5
92
$376K 0.07%
1,566
93
$357K 0.07%
7,154
94
$345K 0.06%
5,000
95
$344K 0.06%
5,550
96
$341K 0.06%
6,252
-85
97
$338K 0.06%
6,900
98
$333K 0.06%
1,918
99
$323K 0.06%
9,750
100
$313K 0.06%
1,945
+278
1 2 3
4
5