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
$279M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
445
New
Increased
Reduced
Closed

Top Sells

1 +$2.85M
2 +$1.18M
3 +$1.15M
4
PCL
PLUM CREEK TIMBER CO (REIT)
PCL
+$785K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$402K

Sector Composition

1 Healthcare 1.46%
2 Financials 1.44%
3 Consumer Staples 1.28%
4 Technology 1.05%
5 Consumer Discretionary 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$8K ﹤0.01%
+119
327
$7K ﹤0.01%
+200
328
$7K ﹤0.01%
105
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+30
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95
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333
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+115
334
$7K ﹤0.01%
360
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200
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48
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95
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700
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5
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500
347
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$6K ﹤0.01%
90
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$6K ﹤0.01%
300
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$6K ﹤0.01%
1,000