TIM

Tortoise Investment Management Portfolio holdings

AUM $1.12B
1-Year Est. Return 9.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+9.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$329M
AUM Growth
+$19.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
513
New
Increased
Reduced
Closed

Sector Composition

1 Financials 1.79%
2 Healthcare 1.43%
3 Technology 1.22%
4 Consumer Staples 0.96%
5 Industrials 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$20K 0.01%
405
302
$20K 0.01%
301
303
$19K 0.01%
356
304
$19K 0.01%
865
305
$19K 0.01%
174
306
$19K 0.01%
850
307
$18K 0.01%
466
308
$18K 0.01%
468
309
$18K 0.01%
394
310
$18K 0.01%
311
311
$17K 0.01%
381
312
$17K 0.01%
243
313
$17K 0.01%
100
314
$16K ﹤0.01%
272
315
$16K ﹤0.01%
685
316
$16K ﹤0.01%
400
317
$16K ﹤0.01%
+325
318
$16K ﹤0.01%
254
319
$16K ﹤0.01%
251
320
$15K ﹤0.01%
1,000
321
$15K ﹤0.01%
561
322
$15K ﹤0.01%
150
323
$15K ﹤0.01%
500
324
$15K ﹤0.01%
800
325
$15K ﹤0.01%
84