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TCM

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
$561M
AUM Growth
+$35.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$939K
2
+$734K
3
+$548K
4
AXP icon
American Express
AXP
+$414K
5
IBM icon
IBM
IBM
+$409K

Top Sells

1
+$1.41M
2
+$383K
3
+$341K
4
CAVA icon
CAVA Group
CAVA
+$313K
5
MSFT icon
Microsoft
MSFT
+$238K

Sector Composition

1 Technology 24.29%
2 Industrials 13.19%
3 Healthcare 12.58%
4 Financials 12.48%
5 Consumer Staples 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$38.1M 6.79%
73,550
-466
2
$25.5M 4.54%
100,130
+4,157
3
$23.3M 4.16%
73,999
-261
4
$21.6M 3.86%
88,837
-204
5
$18.2M 3.24%
125,684
-159
6
$15.4M 2.75%
188,043
-21,512
7
$15.1M 2.69%
51,456
-88
8
$14.9M 2.65%
67,683
+25
9
$12.8M 2.29%
55,400
+175
10
$12.1M 2.15%
233,967
-1,806
11
$12.1M 2.15%
72,060
+177
12
$11.9M 2.12%
24,915
-73
13
$11.4M 2.03%
68,506
-290
14
$10.4M 1.85%
66,667
+127
15
$10.3M 1.83%
55,363
+177
16
$10.2M 1.83%
34,108
-184
17
$10.1M 1.8%
120,683
-822
18
$9.85M 1.76%
87,352
+4,931
19
$9.72M 1.73%
34,446
-50
20
$9.6M 1.71%
71,250
21
$9.57M 1.71%
72,974
-214
22
$9.5M 1.69%
61,814
-83
23
$9.44M 1.68%
18,918
-82
24
$8.93M 1.59%
66,691
-519
25
$8.49M 1.51%
101,182
-455
1
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