TIM
Tortoise Investment Management Portfolio holdings
AUM $960M
This Quarter Return
+0.04%
1 Year Return
+4.7%
3 Year Return
+9.55%
5 Year Return
+57.66%
10 Year Return
+71.56%
AUM
$960M
AUM Growth
+$13M (+1%)
Cap. Flow
+$17M
Cap. Flow % of AUM
1.77%
Top 10 Holdings %Top 10 Hldgs %
32.67%
Holding
882
New
17
Increased
135
Reduced
211
Closed
63
Top Buys
| 1 | $6.1M | |
| 2 | $4.71M | |
| 3 | $4.16M | |
| 4 | $3.6M | |
| 5 | $3.3M |
Top Sells
| 1 | $4.71M | |
| 2 | $4.19M | |
| 3 | $3.61M | |
| 4 | $2.43M | |
| 5 | $2.37M |
Sector Composition
| 1 | Financials | 2.59% |
| 2 | Technology | 2.12% |
| 3 | Industrials | 0.64% |
| 4 | Healthcare | 0.53% |
| 5 | Consumer Discretionary | 0.44% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $12.8K | ﹤0.01% | 214 | – | – | |||
| $12.7K | ﹤0.01% | 55 | – | – | |||
| $12.7K | ﹤0.01% | 500 | – | – | |||
| $12.6K | ﹤0.01% | 275 -98 | -26% | -$4.48K | |||
| $12.5K | ﹤0.01% | 100 | – | – | |||
| $12.5K | ﹤0.01% | 345 | – | – | |||
| $12.4K | ﹤0.01% | 709 +9 | +1% | +$157 | |||
| $12.4K | ﹤0.01% | 200 | – | – | |||
| $12.3K | ﹤0.01% | 1,200 | – | – | |||
| $12.2K | ﹤0.01% | 136 +1 | +0.7% | +$90 | |||
| $12.2K | ﹤0.01% | 1,218 +31 | +3% | +$311 | |||
| $12.2K | ﹤0.01% | 28 | – | – | |||
| $12K | ﹤0.01% | 1,257 | – | – | |||
| $12K | ﹤0.01% | 52 | – | – | |||
| $12K | ﹤0.01% | 988 +24 | +2% | +$291 | |||
| $11.9K | ﹤0.01% | 200 | – | – | |||
| $11.8K | ﹤0.01% | 100 | – | – | |||
| $11.8K | ﹤0.01% | 54 -152 | -74% | -$33.1K | |||
| $11.7K | ﹤0.01% | 308 | – | – | |||
| $11.4K | ﹤0.01% | 203 | – | – | |||
| $11.3K | ﹤0.01% | 718 | – | – | |||
| $11.2K | ﹤0.01% | 230 | – | – | |||
| $11.2K | ﹤0.01% | 900 +500 | +125% | +$6.2K | |||
| $11.1K | ﹤0.01% | 109 | – | – | |||
| $11.1K | ﹤0.01% | 121 | – | – |
