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
$250M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
511
New
Increased
Reduced
Closed

Sector Composition

1 Energy 2.45%
2 Financials 1.89%
3 Healthcare 1.59%
4 Technology 1.33%
5 Industrials 1.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$9K ﹤0.01%
+211
327
$8K ﹤0.01%
190
328
$8K ﹤0.01%
300
329
$8K ﹤0.01%
76
+43
330
$8K ﹤0.01%
+25
331
$8K ﹤0.01%
95
332
$8K ﹤0.01%
146
333
$8K ﹤0.01%
+124
334
$8K ﹤0.01%
224
335
$8K ﹤0.01%
44
336
$8K ﹤0.01%
225
337
$8K ﹤0.01%
70
-30
338
$7K ﹤0.01%
98
339
$7K ﹤0.01%
198
340
$7K ﹤0.01%
420
341
$7K ﹤0.01%
100
342
$7K ﹤0.01%
306
343
$7K ﹤0.01%
246
344
$7K ﹤0.01%
71
345
$7K ﹤0.01%
138
346
$7K ﹤0.01%
90
347
$7K ﹤0.01%
200
348
$7K ﹤0.01%
+108
349
$7K ﹤0.01%
5
350
$6K ﹤0.01%
248