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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
SYY icon
76
Sysco
SYY
$38B
$1.01M 0.18%
14,108
-40
CMG icon
77
Chipotle Mexican Grill
CMG
$41.8B
$912K 0.17%
28,510
-470
NEE icon
78
NextEra Energy
NEE
$180B
$875K 0.16%
9,430
-270
WMT icon
79
Walmart Inc
WMT
$963B
$844K 0.15%
6,799
-450
V icon
80
Visa
V
$634B
$835K 0.15%
2,763
-167
IEMG icon
81
iShares Core MSCI Emerging Markets ETF
IEMG
$161B
$833K 0.15%
11,944
+670
OXY icon
82
Occidental Petroleum
OXY
$53.4B
$723K 0.13%
11,137
-82
LOW icon
83
Lowe's Companies
LOW
$126B
$692K 0.13%
2,932
+27
GE icon
84
GE Aerospace
GE
$367B
$688K 0.13%
2,425
DOW icon
85
Dow Inc
DOW
$23.8B
$672K 0.12%
16,157
-434
NFLX icon
86
Netflix
NFLX
$331B
$672K 0.12%
6,990
-420
IGM icon
87
iShares Expanded Tech Sector ETF
IGM
$10.6B
$660K 0.12%
5,575
ARM icon
88
Arm
ARM
$423B
$612K 0.11%
4,049
TROW icon
89
T. Rowe Price
TROW
$23.3B
$604K 0.11%
6,711
MO icon
90
Altria Group
MO
$117B
$603K 0.11%
9,138
-242
UNP icon
91
Union Pacific
UNP
$159B
$581K 0.11%
2,395
-300
BSX icon
92
Boston Scientific
BSX
$69.7B
$569K 0.1%
9,077
-100
GEV icon
93
GE Vernova
GEV
$264B
$544K 0.1%
623
ISRG icon
94
Intuitive Surgical
ISRG
$148B
$518K 0.09%
1,125
+4
WRB icon
95
W.R. Berkley
WRB
$25.5B
$489K 0.09%
7,385
VOO icon
96
Vanguard S&P 500 ETF
VOO
$987B
$479K 0.09%
+803
ETN icon
97
Eaton
ETN
$158B
$477K 0.09%
1,334
+9
PINS icon
98
Pinterest
PINS
$11.9B
$463K 0.08%
25,296
+2,926
CSX icon
99
CSX Corp
CSX
$87.1B
$454K 0.08%
11,072
+132
HD icon
100
Home Depot
HD
$336B
$445K 0.08%
1,354
-2
2 3
4
5 6