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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
101
$383K 0.07%
623
-61
102
$378K 0.07%
475
103
$374K 0.07%
549
104
$369K 0.07%
1,216
105
$361K 0.06%
601
-35
106
$354K 0.06%
959
+100
107
$347K 0.06%
1,754
108
$292K 0.05%
515
109
$279K 0.05%
1,185
-4
110
$260K 0.05%
+530
111
$253K 0.05%
+570
112
$245K 0.04%
8,838
113
$242K 0.04%
+1,422
114
$233K 0.04%
3,270
115
$228K 0.04%
3,194
116
$205K 0.04%
7,575
117
$12K ﹤0.01%
13,700
118
– –
-3,725
119
– –
-760
120
– –
-9,323
1 2 3 4
5