TCA

Tortoise Capital Advisors Portfolio holdings

AUM $7.75B
1-Year Est. Return 17.37%
This Quarter Est. Return
1 Year Est. Return
+17.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$15.3B
AUM Growth
-$914M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1 +$91.2M
2 +$82.7M
3 +$49.1M
4
NS
NuStar Energy L.P.
NS
+$48M
5
EQM
EQM Midstream Partners, LP
EQM
+$41.3M

Top Sells

1 +$453M
2 +$212M
3 +$70.4M
4
MPLX icon
MPLX
MPLX
+$53.8M
5
WMB icon
Williams Companies
WMB
+$43.8M

Sector Composition

1 Energy 97.27%
2 Industrials 0.4%
3 Materials 0.11%
4 Utilities 0.11%
5 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
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