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
$287M
AUM Growth
+$8.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
522
New
Increased
Reduced
Closed

Top Sells

1 +$4.47M
2 +$3.6M
3 +$3.14M
4
JQC icon
Nuveen Credit Strategies Income Fund
JQC
+$2.31M
5
NXZ
NUVEEN DIV ADV MUNI FD-2
NXZ
+$2.06M

Sector Composition

1 Financials 1.46%
2 Consumer Staples 1.18%
3 Healthcare 1.11%
4 Technology 0.91%
5 Consumer Discretionary 0.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$9K ﹤0.01%
825
327
$9K ﹤0.01%
+126
328
$8K ﹤0.01%
+224
329
$8K ﹤0.01%
+61
330
$8K ﹤0.01%
100
331
$8K ﹤0.01%
79
332
$8K ﹤0.01%
70
333
$8K ﹤0.01%
2,538
+87
334
$8K ﹤0.01%
190
335
$8K ﹤0.01%
+120
336
$8K ﹤0.01%
+332
337
$8K ﹤0.01%
124
338
$8K ﹤0.01%
+420
339
$8K ﹤0.01%
200
-203
340
$8K ﹤0.01%
186
341
$8K ﹤0.01%
500
342
$8K ﹤0.01%
500
343
$8K ﹤0.01%
+167
344
$8K ﹤0.01%
110
-1,258
345
$7K ﹤0.01%
+152
346
$7K ﹤0.01%
+20
347
$7K ﹤0.01%
+170
348
$7K ﹤0.01%
100
349
$7K ﹤0.01%
198
350
$7K ﹤0.01%
306