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
$533M
AUM Growth
+$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$983K
3
+$669K
4
NVDA icon
NVIDIA
NVDA
+$479K
5
AMZN icon
Amazon
AMZN
+$288K

Top Sells

1
+$1.21M
2
+$766K
3
+$719K
4
RTX icon
RTX Corp
RTX
+$634K
5
DUK icon
Duke Energy
DUK
+$598K

Sector Composition

1 Technology 22.74%
2 Industrials 14.51%
3 Healthcare 13.64%
4 Consumer Staples 10.77%
5 Financials 10.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$901K 0.17%
10,753
-589
77
$874K 0.16%
20,834
-1,906
78
$847K 0.16%
7,244
-1,964
79
$821K 0.15%
9,710
-350
80
$817K 0.15%
2,970
-743
81
$814K 0.15%
3,005
82
$787K 0.15%
24,305
+3,800
83
$785K 0.15%
3,183
-130
84
$631K 0.12%
11,956
85
$624K 0.12%
4,360
+125
86
$623K 0.12%
10,844
+1,105
87
$606K 0.11%
2,350
-180
88
$593K 0.11%
1,464
+23
89
$566K 0.11%
7,009
+138
90
$547K 0.1%
5,700
91
$543K 0.1%
766
92
$537K 0.1%
10,520
-1,130
93
$495K 0.09%
1,008
94
$450K 0.08%
1,510
95
$449K 0.08%
1,716
+250
96
$445K 0.08%
1,343
97
$435K 0.08%
1,427
+36
98
$421K 0.08%
7,425
99
$413K 0.08%
1,509
-121
100
$395K 0.07%
5,000
1 2 3
4
5