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
$364M
AUM Growth
+$2.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
588
New
Increased
Reduced
Closed

Sector Composition

1 Financials 1.71%
2 Technology 1.49%
3 Healthcare 1.35%
4 Consumer Discretionary 1.04%
5 Industrials 0.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$21K 0.01%
150
327
$21K 0.01%
216
328
$21K 0.01%
480
-583
329
$21K 0.01%
+1,500
330
$21K 0.01%
375
331
$20K 0.01%
198
332
$20K 0.01%
466
333
$20K 0.01%
468
334
$20K 0.01%
67
335
$20K 0.01%
478
336
$20K 0.01%
350
+175
337
$20K 0.01%
430
338
$20K 0.01%
600
339
$19K 0.01%
100
340
$19K 0.01%
330
341
$19K 0.01%
205
342
$19K 0.01%
394
343
$19K 0.01%
865
344
$19K 0.01%
84
345
$19K 0.01%
251
346
$18K ﹤0.01%
168
347
$18K ﹤0.01%
311
348
$18K ﹤0.01%
174
349
$18K ﹤0.01%
494
-450
350
$17K ﹤0.01%
371