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TIM

Tortoise Investment Management Portfolio holdings

AUM $1.21B
1-Year Est. Return 13.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.04%
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 +$11.6M
2 +$3.33M
3 +$1.48M
4
NUV icon
Nuveen Municipal Value Fund
NUV
+$1.42M
5
SHV icon
iShares 0-1 Year 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%
59
-40
427
$9K ﹤0.01%
218
428
$9K ﹤0.01%
262
429
$9K ﹤0.01%
+101
430
$9K ﹤0.01%
258
431
$9K ﹤0.01%
75
432
$9K ﹤0.01%
1,075
433
$9K ﹤0.01%
350
434
$8K ﹤0.01%
+175
435
$8K ﹤0.01%
694
436
$8K ﹤0.01%
70
+50
437
$8K ﹤0.01%
249
438
$8K ﹤0.01%
24
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640
440
$8K ﹤0.01%
125
441
$8K ﹤0.01%
+400
442
$8K ﹤0.01%
209
443
$7K ﹤0.01%
23
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34
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51
446
$7K ﹤0.01%
+84
447
$7K ﹤0.01%
30
448
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100
449
$7K ﹤0.01%
79
450
$7K ﹤0.01%
700