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
$532M
AUM Growth
+$38.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$39.7M
2
+$11.9M
3
+$510K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$435K
5
DINO icon
HF Sinclair
DINO
+$379K

Top Sells

1
+$7.12M
2
+$1.18M
3
+$1.08M
4
ZQK
QUICKSILVER,INC.
ZQK
+$724K
5
ESV
Ensco Rowan plc
ESV
+$630K

Sector Composition

1 Consumer Staples 20.73%
2 Technology 16.14%
3 Industrials 14.43%
4 Healthcare 8.8%
5 Financials 8.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$304K 0.06%
3,261
102
$300K 0.06%
8,491
103
$287K 0.05%
3,500
104
$271K 0.05%
9,150
+1,150
105
$260K 0.05%
19,500
106
$253K 0.05%
4,000
107
$238K 0.04%
4,723
108
$210K 0.04%
1,630
109
$207K 0.04%
+1
110
$204K 0.04%
+19,125
111
$201K 0.04%
3,423
112
$117K 0.02%
67,750
-419,032
113
$78K 0.01%
58,940
114
$12K ﹤0.01%
+10,000
115
$6K ﹤0.01%
134,700
116
– –
-23,557
117
– –
-2,884
118
– –
-2,543
119
– –
-2,836
120
– –
-143,419
1 2 3 4
5