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
$514M
AUM Growth
+$5.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$1.33M
2
+$693K
3
+$470K
4
TSLA icon
Tesla
TSLA
+$290K
5
SOLV icon
Solventum
SOLV
+$261K

Top Sells

1
+$1.3M
2
+$569K
3
+$422K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$270K
5
FREL icon
Fidelity MSCI Real Estate Index ETF
FREL
+$243K

Sector Composition

1 Technology 23.5%
2 Industrials 13.37%
3 Healthcare 13.31%
4 Financials 10.72%
5 Consumer Staples 10.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$915K 0.18%
20,914
-1,695
77
$904K 0.18%
20,505
+230
78
$881K 0.17%
7,642
+25
79
$873K 0.17%
11,342
+77
80
$830K 0.16%
6,715
+2,015
81
$750K 0.15%
3,313
82
$712K 0.14%
10,060
-110
83
$693K 0.13%
+4,235
84
$662K 0.13%
3,005
-50
85
$651K 0.13%
2,530
+72
86
$591K 0.11%
11,956
-666
87
$538K 0.1%
5,700
88
$531K 0.1%
11,650
-200
89
$521K 0.1%
9,739
+534
90
$517K 0.1%
766
+50
91
$505K 0.1%
2,773
-779
92
$496K 0.1%
1,441
+10
93
$489K 0.1%
1,630
-64
94
$465K 0.09%
6,871
-50
95
$448K 0.09%
1,008
-10
96
$421K 0.08%
1,343
97
$390K 0.08%
1,510
98
$389K 0.08%
7,425
99
$379K 0.07%
11,340
100
$356K 0.07%
5,000
1 2 3
4
5