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
$542M
AUM Growth
+$58.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$4.08M
2
+$3.17M
3
+$1.87M
4
RTX icon
RTX Corp
RTX
+$1.43M
5
DD icon
DuPont de Nemours
DD
+$1.38M

Top Sells

1
+$7.28M
2
+$4.5M
3
+$2.82M
4
WFC icon
Wells Fargo
WFC
+$2.49M
5
VFC icon
VF Corp
VFC
+$1.46M

Sector Composition

1 Technology 20.67%
2 Industrials 14.55%
3 Consumer Staples 14.05%
4 Healthcare 13.18%
5 Communication Services 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$354K 0.07%
1,651
-50
102
$347K 0.06%
1
103
$329K 0.06%
7,362
+255
104
$294K 0.05%
1,109
105
$286K 0.05%
1,230
+330
106
$278K 0.05%
3,800
107
$272K 0.05%
5,782
108
$266K 0.05%
+1,244
109
$263K 0.05%
1,550
110
$254K 0.05%
4,148
-50
111
$245K 0.05%
5,000
112
$234K 0.04%
+955
113
$232K 0.04%
+1,035
114
$232K 0.04%
+322
115
$230K 0.04%
10,000
116
$230K 0.04%
+1,050
117
$211K 0.04%
+2,100
118
$211K 0.04%
+900
119
$206K 0.04%
5,603
-303
120
$206K 0.04%
+2,750
121
$108K 0.02%
+12,350
122
– –
-1,950
123
– –
-74,550
124
– –
-500
125
– –
-16,000
1 2 3 4
5