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
$628M
AUM Growth
+$56.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
793
New
Increased
Reduced
Closed

Top Buys

1 +$9.39M
2 +$6.74M
3 +$6.57M
4
MBB icon
iShares MBS ETF
MBB
+$3.17M
5
NAD icon
Nuveen Quality Municipal Income Fund
NAD
+$2.77M

Sector Composition

1 Technology 2.87%
2 Financials 1.8%
3 Healthcare 0.73%
4 Consumer Discretionary 0.7%
5 Consumer Staples 0.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$30.2K ﹤0.01%
440
402
$29.9K ﹤0.01%
800
403
$29.8K ﹤0.01%
84
404
$29.6K ﹤0.01%
940
405
$29.6K ﹤0.01%
2,647
+15
406
$29.5K ﹤0.01%
348
407
$29.4K ﹤0.01%
76
408
$29.3K ﹤0.01%
656
409
$28.4K ﹤0.01%
12,561
+4,976
410
$28.4K ﹤0.01%
131
411
$28.2K ﹤0.01%
254
412
$28K ﹤0.01%
470
413
$27.9K ﹤0.01%
356
414
$27.8K ﹤0.01%
152
415
$27.7K ﹤0.01%
265
416
$27.7K ﹤0.01%
+116
417
$27.7K ﹤0.01%
348
418
$27.6K ﹤0.01%
476
419
$27.4K ﹤0.01%
205
420
$27.2K ﹤0.01%
800
421
$27K ﹤0.01%
318
422
$26.7K ﹤0.01%
900
423
$26.6K ﹤0.01%
1,021
424
$26.6K ﹤0.01%
512
425
$26.3K ﹤0.01%
202