TIM

Tortoise Investment Management Portfolio holdings

AUM $1.12B
1-Year Est. Return 9.68%
This Quarter Est. Return
1 Year Est. Return
+9.68%
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
526
$5K ﹤0.01%
87
527
$5K ﹤0.01%
+30
528
$5K ﹤0.01%
18
529
$5K ﹤0.01%
+100
530
$5K ﹤0.01%
+200
531
$5K ﹤0.01%
60
532
$5K ﹤0.01%
2
533
$5K ﹤0.01%
+100
534
$5K ﹤0.01%
106
535
$5K ﹤0.01%
30
536
$5K ﹤0.01%
61
537
$5K ﹤0.01%
59
538
$5K ﹤0.01%
48
539
$5K ﹤0.01%
52
540
$5K ﹤0.01%
25
541
$5K ﹤0.01%
102
542
$5K ﹤0.01%
63
543
$5K ﹤0.01%
370
544
$5K ﹤0.01%
500
545
$5K ﹤0.01%
500
546
$4K ﹤0.01%
102
547
$4K ﹤0.01%
25
548
$4K ﹤0.01%
35
549
$4K ﹤0.01%
210
550
$4K ﹤0.01%
150