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
1
$29.8M 5.5%
134,079
-11
2
$23.6M 4.35%
133,680
-236
3
$17.8M 3.28%
203,060
+1,000
4
$17.6M 3.25%
132,810
+2,306
5
$17.1M 3.15%
94,307
+49
6
$16.9M 3.12%
133,019
+950
7
$14.2M 2.63%
80,812
+499
8
$14.1M 2.6%
180,449
+901
9
$13M 2.41%
93,747
+85
10
$12.9M 2.38%
120,555
+4,488
11
$12.8M 2.36%
84,001
-640
12
$12.7M 2.35%
35,904
+731
13
$12.5M 2.31%
79,501
+1,005
14
$12M 2.22%
66,087
+121
15
$12M 2.2%
50,302
-1
16
$11.7M 2.16%
188,852
+5,343
17
$11.4M 2.1%
71,425
+19,918
18
$10.9M 2.02%
101,029
19
$10.9M 2.01%
303,401
-315
20
$10.8M 1.98%
215,823
+1,516
21
$10.3M 1.89%
175,713
-70
22
$10.2M 1.88%
149,219
-65,842
23
$9.73M 1.79%
88,881
-234
24
$9.31M 1.72%
115,840
-64
25
$8.91M 1.64%
104,305
-17,140
1
2 3 4 5