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
$877M
AUM Growth
+$53.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
899
New
Increased
Reduced
Closed

Top Sells

1 +$2.21M
2 +$1.91M
3 +$1.29M
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$1.21M
5
TSLA icon
Tesla
TSLA
+$876K

Sector Composition

1 Technology 2.78%
2 Financials 2.33%
3 Healthcare 0.71%
4 Industrials 0.59%
5 Consumer Discretionary 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$29K ﹤0.01%
440
477
$28.7K ﹤0.01%
74
+24
478
$28K ﹤0.01%
75
479
$28K ﹤0.01%
201
480
$27.8K ﹤0.01%
517
+465
481
$27.6K ﹤0.01%
567
482
$27.5K ﹤0.01%
906
483
$27.3K ﹤0.01%
385
484
$27.2K ﹤0.01%
164
+71
485
$27.2K ﹤0.01%
429
486
$27.2K ﹤0.01%
213
+25
487
$27.1K ﹤0.01%
131
+57
488
$26.9K ﹤0.01%
287
489
$26.7K ﹤0.01%
900
490
$26.6K ﹤0.01%
694
+4
491
$26.6K ﹤0.01%
285
+124
492
$26.6K ﹤0.01%
56
+24
493
$26.5K ﹤0.01%
693
494
$26.4K ﹤0.01%
1,536
495
$26.3K ﹤0.01%
40
+12
496
$26.2K ﹤0.01%
477
497
$26K ﹤0.01%
535
498
$25.8K ﹤0.01%
205
499
$25.5K ﹤0.01%
275
500
$25.4K ﹤0.01%
128
+56