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
$514M
AUM Growth
+$5.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$1.33M
2
+$693K
3
+$470K
4
TSLA icon
Tesla
TSLA
+$290K
5
SOLV icon
Solventum
SOLV
+$261K

Top Sells

1
+$1.3M
2
+$569K
3
+$422K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$270K
5
FREL icon
Fidelity MSCI Real Estate Index ETF
FREL
+$243K

Sector Composition

1 Technology 23.5%
2 Industrials 13.37%
3 Healthcare 13.31%
4 Financials 10.72%
5 Consumer Staples 10.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$34.9M 6.79%
78,152
-494
2
$22.3M 4.33%
105,761
+21
3
$20.3M 3.95%
110,726
-1,473
4
$16.7M 3.25%
82,678
-743
5
$15.2M 2.95%
137,656
-362
6
$14.5M 2.82%
72,755
-6,508
7
$13.4M 2.6%
56,097
-211
8
$13M 2.54%
105,369
-685
9
$12.4M 2.42%
64,283
+751
10
$10.8M 2.11%
73,163
-339
11
$10.8M 2.11%
69,226
-30
12
$10.7M 2.09%
65,031
-380
13
$10.6M 2.07%
92,427
+537
14
$10.1M 1.97%
255,117
-1,663
15
$10.1M 1.96%
58,909
-160
16
$9.5M 1.85%
20,337
-90
17
$9.48M 1.84%
35,241
-276
18
$9.42M 1.83%
93,803
-634
19
$9.39M 1.83%
36,823
-256
20
$8.96M 1.74%
51,701
+7,663
21
$8.94M 1.74%
229,994
+167
22
$8.78M 1.71%
26,355
-248
23
$8.67M 1.69%
78,704
-478
24
$8.55M 1.66%
58,484
+993
25
$7.85M 1.53%
36,576
-294
1
2 3 4 5