TIM

Tortoise Investment Management Portfolio holdings

AUM $1.14B
1-Year Est. Return 13.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$182M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Sells

1 +$5.47M
2 +$4.76M
3 +$3.96M
4
AAPL icon
Apple
AAPL
+$994K
5
AUNZ
WisdomTree Dreyfus Australia & New Zealand Debt Fund
AUNZ
+$862K

Sector Composition

1 Energy 4.99%
2 Financials 2.05%
3 Technology 1.63%
4 Healthcare 1.5%
5 Industrials 1.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$8K ﹤0.01%
420
252
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253
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250
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391
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500
-2,500
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$7K ﹤0.01%
+101
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$7K ﹤0.01%
246
260
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261
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$7K ﹤0.01%
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$6K ﹤0.01%
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269
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+250
271
$6K ﹤0.01%
5
272
$6K ﹤0.01%
111
273
$5K ﹤0.01%
+6
274
$5K ﹤0.01%
124
275
$5K ﹤0.01%
248