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
$329M
AUM Growth
+$19.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
513
New
Increased
Reduced
Closed

Sector Composition

1 Financials 1.79%
2 Healthcare 1.43%
3 Technology 1.22%
4 Consumer Staples 0.96%
5 Industrials 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$6K ﹤0.01%
150
-150
402
$6K ﹤0.01%
81
403
$6K ﹤0.01%
79
404
$6K ﹤0.01%
75
405
$6K ﹤0.01%
66
406
$6K ﹤0.01%
100
407
$6K ﹤0.01%
104
408
$5K ﹤0.01%
1,322
409
$5K ﹤0.01%
45
410
$5K ﹤0.01%
180
411
$5K ﹤0.01%
237
412
$5K ﹤0.01%
1
413
$5K ﹤0.01%
100
414
$5K ﹤0.01%
162
415
$4K ﹤0.01%
30
416
$4K ﹤0.01%
23
417
$4K ﹤0.01%
2
418
$4K ﹤0.01%
+111
419
$4K ﹤0.01%
50
420
$4K ﹤0.01%
34
421
$4K ﹤0.01%
202
422
$4K ﹤0.01%
250
423
$4K ﹤0.01%
18
424
$4K ﹤0.01%
51
425
$4K ﹤0.01%
65