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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
$550M
AUM Growth
-$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1 +$502K
2 +$406K
3 +$283K
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$259K
5
BF.B icon
Brown-Forman Class B
BF.B
+$236K

Top Sells

1 +$7.71M
2 +$2.66M
3 +$1.8M
4
AAPL icon
Apple
AAPL
+$1.33M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.02M

Sector Composition

1 Technology 22.15%
2 Industrials 14.73%
3 Healthcare 13.05%
4 Financials 11.96%
5 Consumer Staples 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
INTU icon
126
Intuit
INTU
$77.1B
-484
MDB icon
127
MongoDB
MDB
$28.1B
-600
MKC.V icon
128
McCormick & Company Voting
MKC.V
$12.9B
-3,136
CRM icon
129
Salesforce
CRM
$132B
-760