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
$438M
AUM Growth
+$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
561
New
Increased
Reduced
Closed

Top Sells

1 +$11.7M
2 +$3.51M
3 +$1.48M
4
NUV icon
Nuveen Municipal Value Fund
NUV
+$1.44M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.26M

Sector Composition

1 Technology 2.61%
2 Financials 1.5%
3 Consumer Discretionary 0.97%
4 Healthcare 0.84%
5 Consumer Staples 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$9K ﹤0.01%
84
427
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59
-40
428
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109
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262
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+101
431
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258
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75
433
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1,075
434
$8K ﹤0.01%
+400
435
$8K ﹤0.01%
+175
436
$8K ﹤0.01%
694
437
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70
+50
438
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249
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700
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34
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51
447
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+84
448
$7K ﹤0.01%
96
449
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450
$7K ﹤0.01%
30