TIM
Tortoise Investment Management Portfolio holdings
AUM
$1.05B
This Quarter Return
-5.59%
1 Year Return
+9.75%
3 Year Return
+30.94%
5 Year Return
+46.3%
10 Year Return
+86.51%
AUM
$263M
AUM Growth
+$263M
(-1.2%)
Cap. Flow
+$12.4M
Cap. Flow
% of AUM
4.72%
Top 10 Holdings %
Top 10 Hldgs %
51.42%
Holding
451
New
9
Increased
50
Reduced
94
Closed
32
Top Buys
Top Sells
Sector Composition
| 1 | Financials | 1.49% |
| 2 | Healthcare | 1.36% |
| 3 | Consumer Staples | 1.25% |
| 4 | Energy | 1.07% |
| 5 | Technology | 1.06% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
451
BlackRock Enhanced Equity Dividend Trust
BDJ
$1.6B
| – | – |
-14
| Closed | – |
|