TCM

Tufton Capital Management Portfolio holdings

AUM $561M
1-Year Est. Return 15.35%
This Quarter Est. Return
1 Year Est. Return
+15.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$500M
AUM Growth
+$7.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$9.6M
2
+$1.89M
3
+$1.57M
4
COTY icon
Coty
COTY
+$1.15M
5
GE icon
GE Aerospace
GE
+$861K

Top Sells

1
+$14.7M
2
+$8.71M
3
+$1.34M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.2M
5
JWN
Nordstrom
JWN
+$992K

Sector Composition

1 Consumer Staples 20.94%
2 Industrials 15.97%
3 Technology 14.18%
4 Healthcare 12.11%
5 Financials 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$7K ﹤0.01%
100,700
127
– –
-40,328
128
– –
-20,219
129
– –
-62,500
130
– –
-107,917
131
– –
-1,014
132
$0 ﹤0.01%
10,000
2 3 4 5
6