TCM
Tufton Capital Management Portfolio holdings
AUM
$572M
1-Year Est. Return
21.23%
This Fund
S&P 500
1 Year Est. Return
+21.23%
AUM
$561M
AUM Growth
+$35.1M
(+6.7%)
Holding
121
Top Buys
| 1 | +$939K | |
| 2 | +$734K | |
| 3 | +$548K | |
| 4 |
American Express
AXP
|
+$414K |
| 5 |
IBM
IBM
|
+$409K |
Top Sells
| 1 | +$1.41M | |
| 2 | +$383K | |
| 3 | +$341K | |
| 4 |
CAVA Group
CAVA
|
+$313K |
| 5 |
Microsoft
MSFT
|
+$238K |
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 | |
|---|---|---|---|---|---|---|
101
GE Vernova
GEV
$227B
| $383K | 0.07% |
623
-61
|
|
||
102
Goldman Sachs
GS
$239B
| $378K | 0.07% |
475
|
|
||
103
Intuit
INTU
$127B
| $374K | 0.07% |
549
|
|
||
104
McDonald's
MCD
$232B
| $369K | 0.07% |
1,216
|
|
||
105
Invesco QQQ Trust
QQQ
$389B
| $361K | 0.06% |
601
-35
|
|
||
106
Stryker
SYK
$134B
| $354K | 0.06% |
959
+100
|
|
||
107
Honeywell
HON
$147B
| $347K | 0.06% |
1,653
|
|
||
108
Mastercard
MA
$452B
| $292K | 0.05% |
515
|
|
||
109
FedEx
FDX
$83.4B
| $279K | 0.05% |
1,185
-4
|
|
||
110
Ameriprise Financial
AMP
$39.9B
| $260K | 0.05% |
+530
|
|
||
111
Tesla
TSLA
$1.5T
| $253K | 0.05% |
+570
|
|
||
112
Fidelity MSCI Real Estate Index ETF
FREL
$1.37B
| $245K | 0.04% |
8,838
|
|
||
113
Blackstone
BX
$87B
| $242K | 0.04% |
+1,422
|
|
||
114
Vanguard FTSE All-World ex-US ETF
VEU
$59.5B
| $233K | 0.04% |
3,270
|
|
||
115
Shell
SHEL
$259B
| $228K | 0.04% |
3,194
|
|
||
116
Brown-Forman Class B
BF.B
$10.6B
| $205K | 0.04% |
7,575
|
|
||
117
Elutia
ELUT
$46.6M
| $12K | ﹤0.01% |
13,700
|
|
||
|
118
CAVA Group
CAVA
$10.5B
| – | – |
-3,725
|
|
||
119
Salesforce
CRM
$180B
| – | – |
-760
|
|
||
120
Pfizer
PFE
$156B
| – | – |
-9,323
|
|