TIM
Tortoise Investment Management Portfolio holdings
AUM
$1.05B
This Quarter Return
-0.93%
1 Year Return
+9.75%
3 Year Return
+30.94%
5 Year Return
+46.3%
10 Year Return
+86.51%
AUM
$238M
AUM Growth
-$1.1M
(-0.46%)
Cap. Flow
+$397K
Cap. Flow
% of AUM
0.17%
Top 10 Holdings %
Top 10 Hldgs %
48.33%
Holding
451
New
16
Increased
60
Reduced
94
Closed
52
Top Buys
Top Sells
Sector Composition
| 1 | Energy | 3.07% |
| 2 | Financials | 1.77% |
| 3 | Healthcare | 1.54% |
| 4 | Technology | 1.32% |
| 5 | Industrials | 1.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
451
iShares Russell Mid-Cap Value ETF
IWS
$14B
| – | – |
-11
| Closed | -$1K |
|