TIM

Tortoise Investment Management Portfolio holdings

AUM $1.05B
1-Year Est. Return 9.75%
This Quarter Est. Return
1 Year Est. Return
+9.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$216M
AUM Growth
+$34.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
370
New
Increased
Reduced
Closed

Sector Composition

1 Energy 3.98%
2 Financials 1.76%
3 Healthcare 1.37%
4 Technology 1.34%
5 Industrials 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$8K ﹤0.01%
98
277
$8K ﹤0.01%
103
278
$8K ﹤0.01%
154
279
$8K ﹤0.01%
+190
280
$8K ﹤0.01%
391
281
$7K ﹤0.01%
420
282
$7K ﹤0.01%
200
283
$7K ﹤0.01%
198
284
$7K ﹤0.01%
306
285
$7K ﹤0.01%
246
286
$7K ﹤0.01%
190
287
$7K ﹤0.01%
+164
288
$7K ﹤0.01%
100
289
$7K ﹤0.01%
5
290
$6K ﹤0.01%
248
291
$6K ﹤0.01%
224
292
$6K ﹤0.01%
138
293
$6K ﹤0.01%
90
294
$6K ﹤0.01%
+250
295
$6K ﹤0.01%
111
296
$5K ﹤0.01%
+105
297
$5K ﹤0.01%
124
298
$5K ﹤0.01%
250
299
$5K ﹤0.01%
+200
300
$5K ﹤0.01%
6