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
476
$18.3K ﹤0.01%
308
477
$18.2K ﹤0.01%
116
478
$18.2K ﹤0.01%
300
479
$17.5K ﹤0.01%
1,720
480
$17.4K ﹤0.01%
1,000
481
$17.3K ﹤0.01%
82
-9
482
$17.2K ﹤0.01%
+210
483
$17.2K ﹤0.01%
2,124
+30
484
$17.1K ﹤0.01%
426
485
$17K ﹤0.01%
1,400
486
$17K ﹤0.01%
44
487
$16.7K ﹤0.01%
86
488
$16.3K ﹤0.01%
1,000
489
$16K ﹤0.01%
199
490
$16K ﹤0.01%
350
491
$16K ﹤0.01%
128
492
$15.8K ﹤0.01%
200
493
$15.8K ﹤0.01%
228
494
$15.8K ﹤0.01%
409
495
$15.7K ﹤0.01%
23
496
$15.1K ﹤0.01%
85
497
$15K ﹤0.01%
225
498
$15K ﹤0.01%
131
499
$14.8K ﹤0.01%
433
500
$14.6K ﹤0.01%
700