TCM

Tufton Capital Management Portfolio holdings

AUM $526M
1-Year Est. Return 13.51%
This Quarter Est. Return
1 Year Est. Return
+13.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$526M
AUM Growth
+$6.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$292K
2
+$219K
3
+$85.2K
4
CAVA icon
CAVA Group
CAVA
+$79.8K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$79.5K

Top Sells

1
+$2.59M
2
+$1.24M
3
+$972K
4
XOM icon
Exxon Mobil
XOM
+$874K
5
IBM icon
IBM
IBM
+$775K

Sector Composition

1 Technology 23.36%
2 Industrials 13.35%
3 Healthcare 12.56%
4 Financials 12.5%
5 Consumer Staples 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GEV icon
101
GE Vernova
GEV
$157B
$362K 0.07%
684
XLK icon
102
Technology Select Sector SPDR Fund
XLK
$93.9B
$359K 0.07%
1,419
MCD icon
103
McDonald's
MCD
$221B
$355K 0.07%
1,216
+21
QQQ icon
104
Invesco QQQ Trust
QQQ
$385B
$351K 0.07%
636
+144
SYK icon
105
Stryker
SYK
$145B
$339K 0.06%
859
-100
GS icon
106
Goldman Sachs
GS
$230B
$336K 0.06%
475
CAVA icon
107
CAVA Group
CAVA
$7.46B
$313K 0.06%
3,725
+950
BLK icon
108
Blackrock
BLK
$175B
$295K 0.06%
282
MA icon
109
Mastercard
MA
$517B
$289K 0.05%
515
FDX icon
110
FedEx
FDX
$57.3B
$270K 0.05%
1,189
FREL icon
111
Fidelity MSCI Real Estate Index ETF
FREL
$1.07B
$238K 0.05%
8,838
PFE icon
112
Pfizer
PFE
$141B
$225K 0.04%
9,323
SHEL icon
113
Shell
SHEL
$215B
$224K 0.04%
3,194
-445
VEU icon
114
Vanguard FTSE All-World ex-US ETF
VEU
$51.1B
$219K 0.04%
+3,270
CRM icon
115
Salesforce
CRM
$244B
$207K 0.04%
760
-15
BF.B icon
116
Brown-Forman Class B
BF.B
$13.3B
$203K 0.04%
7,575
ELUT icon
117
Elutia
ELUT
$38M
$27K 0.01%
13,700
AMP icon
118
Ameriprise Financial
AMP
$45.2B
– –
-530
CPT icon
119
Camden Property Trust
CPT
$11.2B
– –
-1,700
SCI icon
120
Service Corp International
SCI
$11.6B
– –
-3,000
1 2 3 4
5