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
426
$26.2K ﹤0.01%
2,094
427
$26.1K ﹤0.01%
106
-18
428
$26.1K ﹤0.01%
1,696
429
$25.8K ﹤0.01%
408
430
$25.4K ﹤0.01%
273
431
$24.9K ﹤0.01%
1,536
432
$24.8K ﹤0.01%
15,000
433
$24.7K ﹤0.01%
350
434
$24.6K ﹤0.01%
3,081
435
$24.5K ﹤0.01%
53
436
$24.3K ﹤0.01%
493
437
$24.2K ﹤0.01%
201
438
$24.2K ﹤0.01%
52
439
$23K ﹤0.01%
400
440
$22.8K ﹤0.01%
13,752
441
$22.3K ﹤0.01%
694
442
$22.3K ﹤0.01%
220
443
$22.1K ﹤0.01%
165
444
$21.8K ﹤0.01%
300
445
$21.7K ﹤0.01%
512
446
$21.4K ﹤0.01%
404
447
$21.3K ﹤0.01%
165
448
$21.2K ﹤0.01%
4,000
449
$21.2K ﹤0.01%
201
450
$21.2K ﹤0.01%
+280