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TCM
Tufton Capital Management Portfolio holdings
AUM
$550M
1-Year Est. Return
24.82%
This Fund
S&P 500
1 Year Est. Return
+24.82%
AUM
$550M
AUM Growth
-$22.4M
(-3.9%)
Holding
130
Top Buys
| 1 | +$502K | |
| 2 | +$406K | |
| 3 | +$283K | |
| 4 |
Dimensional US High Profitability ETF
DUHP
|
+$259K |
| 5 |
Brown-Forman Class B
BF.B
|
+$236K |
Top Sells
| 1 | +$7.71M | |
| 2 | +$2.66M | |
| 3 | +$1.8M | |
| 4 |
Apple
AAPL
|
+$1.33M |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$1.02M |
Sector Composition
| 1 | Technology | 22.15% |
| 2 | Industrials | 14.73% |
| 3 | Healthcare | 13.05% |
| 4 | Financials | 11.96% |
| 5 | Consumer Staples | 8.56% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Digital Realty Trust
DLR
$66.9B
| $7.14M | 1.3% |
39,630
-811
|
|
||
27
Abbott
ABT
$158B
| $6.76M | 1.23% |
65,869
-620
|
|
||
28
Philip Morris
PM
$287B
| $6.56M | 1.19% |
39,652
-897
|
|
||
29
NXP Semiconductors
NXPI
$76.5B
| $6.47M | 1.18% |
32,861
-633
|
|
||
30
IBM
IBM
$255B
| $6.35M | 1.16% |
26,218
-215
|
|
||
|
31
Alphabet (Google) Class A
GOOGL
$4.55T
| $6.11M | 1.11% |
21,263
-1,386
|
|
||
32
Mondelez International
MDLZ
$79.8B
| $5.93M | 1.08% |
102,907
-2,626
|
|
||
33
Medtronic
MDT
$104B
| $5.56M | 1.01% |
64,213
-1,153
|
|
||
34
Duke Energy
DUK
$98.3B
| $5.54M | 1.01% |
42,285
-357
|
|
||
35
Eli Lilly
LLY
$1T
| $5.35M | 0.97% |
5,815
-74
|
|
||
36
Zoetis
ZTS
$33.3B
| $5.33M | 0.97% |
45,091
-911
|
|
||
37
Danaher
DHR
$128B
| $5.27M | 0.96% |
27,795
-120
|
|
||
38
Carrier Global
CARR
$59.1B
| $5.07M | 0.92% |
90,085
-1,415
|
|
||
39
iShares Core S&P 500 ETF
IVV
$820B
| $4.9M | 0.89% |
7,501
+238
|
|
||
40
United Parcel Service
UPS
$93.5B
| $4.75M | 0.86% |
48,279
-571
|
|
||
41
PepsiCo
PEP
$200B
| $4.59M | 0.83% |
29,549
-649
|
|
||
42
Coca-Cola
KO
$345B
| $4.54M | 0.83% |
59,719
-500
|
|
||
43
Chesapeake Utilities
CPK
$2.93B
| $4.38M | 0.8% |
34,675
-59,879
|
|
||
44
3M
MMM
$84.3B
| $4.37M | 0.79% |
30,059
-342
|
|
||
45
Crown Castle
CCI
$38.5B
| $4.14M | 0.75% |
50,937
-2,988
|
|
||
46
Verizon
VZ
$195B
| $4.1M | 0.75% |
81,721
-2,052
|
|
||
47
Walt Disney
DIS
$176B
| $3.94M | 0.72% |
40,916
-17,035
|
|
||
48
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45.9B
| $3.92M | 0.71% |
8,454
-217
|
|
||
49
Bristol-Myers Squibb
BMY
$114B
| $3.9M | 0.71% |
64,370
-458
|
|
||
50
Nike
NKE
$66.7B
| $3.63M | 0.66% |
68,815
-1,344
|
|