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
$540M
AUM Growth
+$5.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
704
New
Increased
Reduced
Closed

Top Buys

1
+$4.87M
2
+$3.82M
3
+$3.64M
4
NUV icon
Nuveen Municipal Value Fund
NUV
+$3.36M
5
NXP icon
Nuveen Select Tax-Free Income Portfolio
NXP
+$3.32M

Top Sells

1
+$8.85M
2
+$4.15M
3
+$2.96M
4
JSCP icon
JPMorgan Short Duration Core Plus ETF
JSCP
+$1.95M
5
LEMB icon
iShares JPMorgan EM Local Currency Bond ETF
LEMB
+$1.7M

Sector Composition

1 Technology 2.82%
2 Financials 2.21%
3 Consumer Discretionary 0.97%
4 Healthcare 0.73%
5 Consumer Staples 0.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$28K 0.01%
480
377
$27K 0.01%
254
+2
378
$27K 0.01%
120
379
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493
380
$27K 0.01%
99
381
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150
382
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+254
383
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3,180
384
$27K 0.01%
348
385
$27K 0.01%
585
386
$27K 0.01%
694
387
$26K ﹤0.01%
500
388
$26K ﹤0.01%
445
389
$26K ﹤0.01%
4,130
390
$26K ﹤0.01%
233
391
$26K ﹤0.01%
350
392
$25K ﹤0.01%
201
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393
$25K ﹤0.01%
254
+100
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$25K ﹤0.01%
204
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$25K ﹤0.01%
334
396
$25K ﹤0.01%
665
397
$25K ﹤0.01%
456
398
$25K ﹤0.01%
+275
399
$25K ﹤0.01%
1,129
400
$25K ﹤0.01%
270
14 15
16
17 18