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
451
$7K ﹤0.01%
100
452
$7K ﹤0.01%
79
453
$7K ﹤0.01%
165
454
$6K ﹤0.01%
+80
455
$6K ﹤0.01%
155
456
$6K ﹤0.01%
91
457
$6K ﹤0.01%
200
458
$6K ﹤0.01%
+400
459
$6K ﹤0.01%
40
460
$6K ﹤0.01%
267
461
$5K ﹤0.01%
330
462
$5K ﹤0.01%
48
463
$5K ﹤0.01%
+200
464
$5K ﹤0.01%
30
465
$5K ﹤0.01%
+10
466
$5K ﹤0.01%
25
467
$5K ﹤0.01%
102
468
$5K ﹤0.01%
250
469
$5K ﹤0.01%
1,593
470
$5K ﹤0.01%
44
471
$5K ﹤0.01%
100
472
$5K ﹤0.01%
225
473
$4K ﹤0.01%
2
474
$4K ﹤0.01%
58
475
$4K ﹤0.01%
105