TCA

Tortoise Capital Advisors Portfolio holdings

AUM $7.86B
1-Year Est. Return 5.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+5.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.16B
AUM Growth
+$680M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$113M
2 +$74.8M
3 +$25.9M
4
CMS icon
CMS Energy
CMS
+$14.5M
5
KGS icon
Kodiak Gas Services
KGS
+$13.9M

Top Sells

1 +$52.7M
2 +$41.9M
3 +$36.1M
4
WES icon
Western Midstream Partners
WES
+$27.1M
5
PBA icon
Pembina Pipeline
PBA
+$22.6M

Sector Composition

1 Energy 88.05%
2 Utilities 10.6%
3 Technology 0.79%
4 Industrials 0.4%
5 Consumer Discretionary 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-6,683