TCM

Tufton Capital Management Portfolio holdings

AUM $561M
1-Year Est. Return 15.35%
This Quarter Est. Return
1 Year Est. Return
+15.35%
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
+$1.06M
2
+$752K
3
+$556K
4
IBM icon
IBM
IBM
+$440K
5
AXP icon
American Express
AXP
+$432K

Top Sells

1
+$1.76M
2
+$376K
3
+$313K
4
CAVA icon
CAVA Group
CAVA
+$313K
5
MSFT icon
Microsoft
MSFT
+$241K

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
BSX icon
76
Boston Scientific
BSX
$138B
$997K 0.18%
10,216
-110
PINS icon
77
Pinterest
PINS
$17.4B
$964K 0.17%
29,985
+50
IJR icon
78
iShares Core S&P Small-Cap ETF
IJR
$89.3B
$907K 0.16%
7,637
-209
TROW icon
79
T. Rowe Price
TROW
$22.6B
$832K 0.15%
8,107
-158
NFLX icon
80
Netflix
NFLX
$401B
$790K 0.14%
6,590
VEA icon
81
Vanguard FTSE Developed Markets ETF
VEA
$189B
$770K 0.14%
12,851
-500
LOW icon
82
Lowe's Companies
LOW
$140B
$755K 0.13%
3,005
+200
WMT icon
83
Walmart Inc. Common Stock
WMT
$920B
$754K 0.13%
7,318
IEMG icon
84
iShares Core MSCI Emerging Markets ETF
IEMG
$115B
$750K 0.13%
11,382
-35
DOW icon
85
Dow Inc
DOW
$16.2B
$735K 0.13%
32,071
-13,674
NEE icon
86
NextEra Energy
NEE
$169B
$732K 0.13%
9,700
-10
GE icon
87
GE Aerospace
GE
$315B
$729K 0.13%
2,425
IGM icon
88
iShares Expanded Tech Sector ETF
IGM
$8.76B
$702K 0.13%
5,575
-125
SLB icon
89
SLB Ltd
SLB
$56.2B
$701K 0.13%
20,396
-1,309
ARM icon
90
Arm
ARM
$128B
$661K 0.12%
4,675
+150
UNP icon
91
Union Pacific
UNP
$143B
$648K 0.12%
2,745
+750
MO icon
92
Altria Group
MO
$99.6B
$647K 0.12%
9,796
-472
ISRG icon
93
Intuitive Surgical
ISRG
$198B
$576K 0.1%
1,288
+285
WRB icon
94
W.R. Berkley
WRB
$26.3B
$568K 0.1%
7,425
HD icon
95
Home Depot
HD
$355B
$552K 0.1%
1,364
ETN icon
96
Eaton
ETN
$128B
$495K 0.09%
1,325
BLK icon
97
Blackrock
BLK
$168B
$439K 0.08%
377
+95
APD icon
98
Air Products & Chemicals
APD
$54.5B
$411K 0.07%
1,510
XLK icon
99
State Street Technology Select Sector SPDR ETF
XLK
$92.3B
$399K 0.07%
1,419
CSX icon
100
CSX Corp
CSX
$69.2B
$394K 0.07%
11,108
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4
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