TCM

Tufton Capital Management Portfolio holdings

AUM $572M
1-Year Est. Return 21.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$572M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$2.91M
2
+$1.42M
3
+$414K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$302K
5
PG icon
Procter & Gamble
PG
+$285K

Top Sells

1
+$2.51M
2
+$849K
3
+$841K
4
CCI icon
Crown Castle
CCI
+$762K
5
UPS icon
United Parcel Service
UPS
+$659K

Sector Composition

1 Technology 23.64%
2 Industrials 13.33%
3 Healthcare 13.01%
4 Financials 12.85%
5 Communication Services 8.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
V icon
76
Visa
V
$621B
$1.03M 0.18%
2,930
-26
IJR icon
77
iShares Core S&P Small-Cap ETF
IJR
$93.4B
$923K 0.16%
7,683
+46
BSX icon
78
Boston Scientific
BSX
$139B
$875K 0.15%
9,177
-1,039
WMT icon
79
Walmart Inc
WMT
$950B
$807K 0.14%
7,249
-69
SLB icon
80
SLB Ltd
SLB
$72.3B
$785K 0.14%
20,459
+63
NEE icon
81
NextEra Energy
NEE
$183B
$778K 0.14%
9,700
IEMG icon
82
iShares Core MSCI Emerging Markets ETF
IEMG
$136B
$757K 0.13%
11,274
-108
GE icon
83
GE Aerospace
GE
$322B
$747K 0.13%
2,425
IGM icon
84
iShares Expanded Tech Sector ETF
IGM
$8.86B
$720K 0.13%
5,575
LOW icon
85
Lowe's Companies
LOW
$150B
$700K 0.12%
2,905
-100
NFLX icon
86
Netflix
NFLX
$353B
$694K 0.12%
7,410
+820
TROW icon
87
T. Rowe Price
TROW
$23.1B
$687K 0.12%
6,711
-1,396
ISRG icon
88
Intuitive Surgical
ISRG
$179B
$634K 0.11%
1,121
-167
UNP icon
89
Union Pacific
UNP
$139B
$623K 0.11%
2,695
-50
PINS icon
90
Pinterest
PINS
$15B
$579K 0.1%
22,370
-7,615
MO icon
91
Altria Group
MO
$104B
$540K 0.09%
9,380
-416
WRB icon
92
W.R. Berkley
WRB
$25.9B
$517K 0.09%
7,385
-40
HD icon
93
Home Depot
HD
$373B
$466K 0.08%
1,356
-8
OXY icon
94
Occidental Petroleum
OXY
$44.7B
$461K 0.08%
11,219
-12,876
ARM icon
95
Arm
ARM
$112B
$442K 0.08%
4,049
-626
ETN icon
96
Eaton
ETN
$136B
$422K 0.07%
1,325
XLK icon
97
State Street Technology Select Sector SPDR ETF
XLK
$92.3B
$418K 0.07%
2,906
+68
GS icon
98
Goldman Sachs
GS
$281B
$417K 0.07%
475
GEV icon
99
GE Vernova
GEV
$196B
$407K 0.07%
623
CSX icon
100
CSX Corp
CSX
$70.3B
$396K 0.07%
10,940
-168
1 2 3
4
5