TIM

Tortoise Investment Management Portfolio holdings

AUM $1.12B
1-Year Est. Return 9.68%
This Quarter Est. Return
1 Year Est. Return
+9.68%
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 Buys

1
+$8.93M
2
+$4.46M
3
+$2.94M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.22M
5
NMY
Nuveen Maryland Quality Municipal Income Fund
NMY
+$2.22M

Top Sells

1
+$5.47M
2
+$4.78M
3
+$3.97M
4
AAPL icon
Apple
AAPL
+$1.06M
5
AUNZ
WisdomTree Dreyfus Australia & New Zealand Debt Fund
AUNZ
+$831K

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
301
$1K ﹤0.01%
20
302
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303
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304
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26
+6
305
$1K ﹤0.01%
14
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306
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50
307
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11
308
$1K ﹤0.01%
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309
$1K ﹤0.01%
+36
310
$1K ﹤0.01%
30
311
$1K ﹤0.01%
26
312
$1K ﹤0.01%
11
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33
314
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39
315
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1
316
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35
317
$1K ﹤0.01%
40
318
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319
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321
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-400
322
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323
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324
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-2
325
– –
-10,650
11 12
13
14 15