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
526
$11.6K ﹤0.01%
250
527
$11.4K ﹤0.01%
345
528
$11.3K ﹤0.01%
100
529
$11.3K ﹤0.01%
175
530
$11.2K ﹤0.01%
1,000
531
$11.1K ﹤0.01%
40
532
$11K ﹤0.01%
600
533
$11K ﹤0.01%
200
534
$11K ﹤0.01%
165
535
$10.8K ﹤0.01%
300
536
$10.7K ﹤0.01%
262
537
$10.7K ﹤0.01%
2,416
538
$10.6K ﹤0.01%
600
539
$10.6K ﹤0.01%
125
540
$10.5K ﹤0.01%
160
541
$10.5K ﹤0.01%
200
542
$10.5K ﹤0.01%
100
543
$10.4K ﹤0.01%
172
544
$10.4K ﹤0.01%
166
+5
545
$10.2K ﹤0.01%
205
546
$10.2K ﹤0.01%
750
547
$10.1K ﹤0.01%
55
548
$10.1K ﹤0.01%
880
549
$9.95K ﹤0.01%
109
550
$9.91K ﹤0.01%
67