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
$396M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
659
New
Increased
Reduced
Closed

Sector Composition

1 Financials 1.69%
2 Technology 1.58%
3 Healthcare 1.08%
4 Consumer Discretionary 0.79%
5 Industrials 0.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$13K ﹤0.01%
174
402
$13K ﹤0.01%
301
403
$12K ﹤0.01%
400
404
$12K ﹤0.01%
1,000
405
$12K ﹤0.01%
500
406
$12K ﹤0.01%
100
-335
407
$12K ﹤0.01%
456
408
$12K ﹤0.01%
102
409
$12K ﹤0.01%
1,075
-1,291
410
$11K ﹤0.01%
38
411
$11K ﹤0.01%
268
412
$11K ﹤0.01%
67
413
$11K ﹤0.01%
809
414
$11K ﹤0.01%
198
415
$11K ﹤0.01%
345
416
$11K ﹤0.01%
39
417
$11K ﹤0.01%
225
418
$11K ﹤0.01%
136
419
$11K ﹤0.01%
40
420
$11K ﹤0.01%
420
421
$11K ﹤0.01%
264
422
$11K ﹤0.01%
1,593
423
$11K ﹤0.01%
340
424
$11K ﹤0.01%
+85
425
$11K ﹤0.01%
549