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TCM

Tufton Capital Management Portfolio holdings

AUM $550M
1-Year Est. Return 24.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$561M
AUM Growth
+$35.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$939K
2
+$734K
3
+$548K
4
AXP icon
American Express
AXP
+$414K
5
IBM icon
IBM
IBM
+$409K

Top Sells

1
+$1.41M
2
+$383K
3
+$341K
4
CAVA icon
CAVA Group
CAVA
+$313K
5
MSFT icon
Microsoft
MSFT
+$238K

Sector Composition

1 Technology 24.29%
2 Industrials 13.19%
3 Healthcare 12.58%
4 Financials 12.48%
5 Consumer Staples 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$997K 0.18%
10,216
-110
77
$964K 0.17%
29,985
+50
78
$907K 0.16%
7,637
-209
79
$832K 0.15%
8,107
-158
80
$790K 0.14%
6,590
81
$770K 0.14%
12,851
-500
82
$755K 0.13%
3,005
+200
83
$754K 0.13%
7,318
84
$750K 0.13%
11,382
-35
85
$735K 0.13%
32,071
-13,674
86
$732K 0.13%
9,700
-10
87
$729K 0.13%
2,425
88
$702K 0.13%
5,575
-125
89
$701K 0.13%
20,396
-1,309
90
$661K 0.12%
4,675
+150
91
$648K 0.12%
2,745
+750
92
$647K 0.12%
9,796
-472
93
$576K 0.1%
1,288
+285
94
$568K 0.1%
7,425
95
$552K 0.1%
1,364
96
$495K 0.09%
1,325
97
$439K 0.08%
377
+95
98
$411K 0.07%
1,510
99
$399K 0.07%
2,838
100
$394K 0.07%
11,108
1 2 3
4
5