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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
$550M
AUM Growth
-$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$502K
2
+$406K
3
+$283K
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$259K
5
BF.B icon
Brown-Forman Class B
BF.B
+$236K

Top Sells

1
+$7.71M
2
+$2.66M
3
+$1.8M
4
AAPL icon
Apple
AAPL
+$1.33M
5
GOOG icon
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
BRK.B icon
51
Berkshire Hathaway Class B
BRK.B
$1.07T
$3.53M 0.64%
7,364
+45
COF icon
52
Capital One
COF
$125B
$3.28M 0.6%
17,977
-207
EPD icon
53
Enterprise Products Partners
EPD
$78.9B
$3.13M 0.57%
82,800
-246
CSCO icon
54
Cisco
CSCO
$471B
$2.79M 0.51%
35,897
-457
SPY icon
55
State Street SPDR S&P 500 ETF Trust
SPY
$792B
$2.77M 0.5%
4,252
-60
INTC icon
56
Intel
INTC
$588B
$2.53M 0.46%
57,262
-2,112
COST icon
57
Costco
COST
$438B
$2.24M 0.41%
2,250
-255
CL icon
58
Colgate-Palmolive
CL
$72.5B
$1.97M 0.36%
23,090
-528
PNC icon
59
PNC Financial Services
PNC
$94.2B
$1.93M 0.35%
9,257
Q
60
Qnity Electronics Inc
Q
$31.9B
$1.77M 0.32%
15,345
-2,067
IEFA icon
61
iShares Core MSCI EAFE ETF
IEFA
$185B
$1.76M 0.32%
19,495
+642
SDY icon
62
State Street SPDR S&P Dividend ETF
SDY
$21.5B
$1.66M 0.3%
11,371
+6
MKC icon
63
McCormick & Company Non-Voting
MKC
$12.7B
$1.47M 0.27%
29,071
-1,537
DE icon
64
Deere & Co
DE
$158B
$1.45M 0.26%
2,582
VEA icon
65
Vanguard FTSE Developed Markets ETF
VEA
$233B
$1.41M 0.26%
21,976
+4,295
DD icon
66
DuPont de Nemours
DD
$19.5B
$1.38M 0.25%
30,174
-1,520
AXP icon
67
American Express
AXP
$232B
$1.34M 0.24%
4,445
-3
META icon
68
Meta Platforms (Facebook)
META
$1.52T
$1.27M 0.23%
2,228
-96
VWO icon
69
Vanguard FTSE Emerging Markets ETF
VWO
$123B
$1.25M 0.23%
23,088
+2,430
IJH icon
70
iShares Core S&P Mid-Cap ETF
IJH
$122B
$1.23M 0.22%
18,252
+869
ELV icon
71
Elevance Health
ELV
$86.4B
$1.21M 0.22%
4,124
NVDA icon
72
NVIDIA
NVDA
$5.02T
$1.18M 0.22%
6,791
-989
OTIS icon
73
Otis Worldwide
OTIS
$28.2B
$1.13M 0.2%
14,608
-925
SLB icon
74
SLB Ltd
SLB
$79.3B
$1.03M 0.19%
20,086
-373
IJR icon
75
iShares Core S&P Small-Cap ETF
IJR
$107B
$1.01M 0.18%
8,122
+439
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3
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