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
$540M
AUM Growth
+$5.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
704
New
Increased
Reduced
Closed

Top Buys

1
+$4.87M
2
+$3.82M
3
+$3.64M
4
NUV icon
Nuveen Municipal Value Fund
NUV
+$3.36M
5
NXP icon
Nuveen Select Tax-Free Income Portfolio
NXP
+$3.32M

Top Sells

1
+$8.85M
2
+$4.15M
3
+$2.96M
4
JSCP icon
JPMorgan Short Duration Core Plus ETF
JSCP
+$1.95M
5
LEMB icon
iShares JPMorgan EM Local Currency Bond ETF
LEMB
+$1.7M

Sector Composition

1 Technology 2.82%
2 Financials 2.21%
3 Consumer Discretionary 0.97%
4 Healthcare 0.73%
5 Consumer Staples 0.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$51K 0.01%
1,071
-743
302
$51K 0.01%
1,315
303
$50K 0.01%
300
304
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305
$49K 0.01%
3,650
306
$48K 0.01%
482
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307
$48K 0.01%
435
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308
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544
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309
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728
310
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311
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800
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312
$47K 0.01%
132
313
$45K 0.01%
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314
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315
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+1,842
316
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300
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119
318
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323
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324
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325
$44K 0.01%
1,267
11 12
13
14 15