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
$15B
AUM Growth
+$658M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Sells

1 +$85.9M
2 +$68.6M
3 +$67.5M
4
SE
Spectra Energy Corp Wi
SE
+$60.4M
5
SEP
Spectra Engy Parters Lp
SEP
+$57.3M

Sector Composition

1 Energy 81.98%
2 Utilities 0.26%
3 Real Estate 0.04%
4 Materials 0.02%
5 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-32,489