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
$534M
AUM Growth
+$39.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
684
New
Increased
Reduced
Closed

Sector Composition

1 Technology 2.97%
2 Financials 1.68%
3 Consumer Discretionary 1.11%
4 Healthcare 0.68%
5 Consumer Staples 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
$8K ﹤0.01%
500
502
$8K ﹤0.01%
50
503
$8K ﹤0.01%
420
504
$8K ﹤0.01%
+99
505
$8K ﹤0.01%
79
506
$7K ﹤0.01%
51
507
$7K ﹤0.01%
150
-8
508
$7K ﹤0.01%
+150
509
$7K ﹤0.01%
+367
510
$7K ﹤0.01%
520
511
$7K ﹤0.01%
485
512
$7K ﹤0.01%
1,593
513
$7K ﹤0.01%
10
514
$7K ﹤0.01%
49
515
$7K ﹤0.01%
700
516
$6K ﹤0.01%
330
517
$6K ﹤0.01%
106
518
$6K ﹤0.01%
+100
519
$6K ﹤0.01%
400
520
$6K ﹤0.01%
200
521
$6K ﹤0.01%
+13
522
$6K ﹤0.01%
340
523
$6K ﹤0.01%
26
524
$6K ﹤0.01%
100
525
$5K ﹤0.01%
500