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
$239M
AUM Growth
+$23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Sector Composition

1 Energy 4.25%
2 Financials 1.64%
3 Healthcare 1.58%
4 Technology 1.31%
5 Industrials 1.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$8K ﹤0.01%
391
327
$8K ﹤0.01%
15
328
$8K ﹤0.01%
+44
329
$8K ﹤0.01%
+300
330
$7K ﹤0.01%
420
331
$7K ﹤0.01%
+200
332
$7K ﹤0.01%
198
333
$7K ﹤0.01%
306
334
$7K ﹤0.01%
224
335
$7K ﹤0.01%
138
336
$7K ﹤0.01%
190
337
$7K ﹤0.01%
+100
338
$7K ﹤0.01%
211
-72
339
$7K ﹤0.01%
169
+5
340
$7K ﹤0.01%
100
341
$7K ﹤0.01%
5
342
$7K ﹤0.01%
+100
343
$6K ﹤0.01%
105
344
$6K ﹤0.01%
136
+134
345
$6K ﹤0.01%
248
346
$6K ﹤0.01%
+82
347
$6K ﹤0.01%
90
348
$6K ﹤0.01%
+125
349
$6K ﹤0.01%
111
350
$5K ﹤0.01%
124