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
$290M
AUM Growth
-$4.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
512
New
Increased
Reduced
Closed

Top Buys

1 +$3.76M
2 +$2.45M
3 +$2.16M
4
NBD
Nuveen Build Am Bond Opp Fd
NBD
+$1.82M
5
NXQ
NUVEEN ELECT TAX-FREE INC 2
NXQ
+$1.22M

Sector Composition

1 Financials 1.78%
2 Healthcare 1.02%
3 Technology 0.99%
4 Industrials 0.91%
5 Consumer Staples 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$10K ﹤0.01%
266
327
$10K ﹤0.01%
161
328
$10K ﹤0.01%
150
329
$10K ﹤0.01%
1,000
330
$10K ﹤0.01%
254
331
$10K ﹤0.01%
345
332
$10K ﹤0.01%
486
333
$10K ﹤0.01%
350
334
$10K ﹤0.01%
420
335
$10K ﹤0.01%
264
336
$10K ﹤0.01%
498
337
$10K ﹤0.01%
85
338
$10K ﹤0.01%
126
339
$9K ﹤0.01%
128
340
$9K ﹤0.01%
+50
341
$9K ﹤0.01%
100
342
$9K ﹤0.01%
160
343
$9K ﹤0.01%
103
344
$9K ﹤0.01%
+215
345
$9K ﹤0.01%
394
+98
346
$9K ﹤0.01%
186
347
$9K ﹤0.01%
257
348
$8K ﹤0.01%
+34
349
$8K ﹤0.01%
162
+24
350
$8K ﹤0.01%
+132