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
$533M
AUM Growth
+$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$983K
3
+$669K
4
NVDA icon
NVIDIA
NVDA
+$479K
5
AMZN icon
Amazon
AMZN
+$288K

Top Sells

1
+$1.21M
2
+$766K
3
+$719K
4
RTX icon
RTX Corp
RTX
+$634K
5
DUK icon
Duke Energy
DUK
+$598K

Sector Composition

1 Technology 22.74%
2 Industrials 14.51%
3 Healthcare 13.64%
4 Consumer Staples 10.77%
5 Financials 10.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$32.9M 6.17%
76,481
-1,671
2
$24.4M 4.58%
104,878
-883
3
$17.7M 3.33%
106,147
-4,579
4
$17M 3.19%
80,669
-2,009
5
$15.9M 2.98%
135,094
-2,562
6
$15.2M 2.86%
55,032
-1,065
7
$12.3M 2.3%
65,826
+1,543
8
$12.1M 2.26%
70,910
-1,845
9
$11.8M 2.22%
104,119
-1,250
10
$11.6M 2.17%
19,816
-521
11
$11.5M 2.15%
73,533
+370
12
$11.4M 2.14%
57,877
-1,032
13
$11.1M 2.09%
64,288
-743
14
$10.7M 2.01%
88,574
-5,229
15
$10.6M 1.99%
90,495
-1,932
16
$10.4M 1.94%
35,971
-852
17
$10.3M 1.94%
70,271
+1,045
18
$10.1M 1.89%
222,934
-7,060
19
$10M 1.88%
25,600
-755
20
$9.87M 1.85%
50,518
-1,183
21
$9.77M 1.83%
246,233
-8,884
22
$9.23M 1.73%
56,934
-1,550
23
$8.85M 1.66%
71,250
24
$8.77M 1.64%
35,283
-1,293
25
$8.41M 1.58%
76,883
-1,821
1
2 3 4 5