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 Buys

1
+$5.58M
2
+$1.96M
3
+$1.62M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.4M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$923K

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
351
$6K ﹤0.01%
225
-175
352
$5K ﹤0.01%
124
353
$5K ﹤0.01%
150
354
$5K ﹤0.01%
45
355
$5K ﹤0.01%
49
356
$5K ﹤0.01%
110
357
$5K ﹤0.01%
66
358
$5K ﹤0.01%
100
359
$5K ﹤0.01%
100
360
$4K ﹤0.01%
50
361
$4K ﹤0.01%
+238
362
$4K ﹤0.01%
111
363
$4K ﹤0.01%
53
364
$4K ﹤0.01%
211
365
$4K ﹤0.01%
79
366
$4K ﹤0.01%
104
367
$4K ﹤0.01%
175
368
$4K ﹤0.01%
100
369
$3K ﹤0.01%
2
370
$3K ﹤0.01%
123
371
$3K ﹤0.01%
250
372
$3K ﹤0.01%
200
373
$3K ﹤0.01%
26
374
$3K ﹤0.01%
100
375
$3K ﹤0.01%
101
13 14
15
16 17