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
$438M
AUM Growth
+$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
561
New
Increased
Reduced
Closed

Top Sells

1 +$11.7M
2 +$3.51M
3 +$1.48M
4
NUV icon
Nuveen Municipal Value Fund
NUV
+$1.44M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.26M

Sector Composition

1 Technology 2.61%
2 Financials 1.5%
3 Consumer Discretionary 0.97%
4 Healthcare 0.84%
5 Consumer Staples 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$0 ﹤0.01%
2
552
$0 ﹤0.01%
12
553
-5,500
554
$0 ﹤0.01%
2
555
$0 ﹤0.01%
55
556
-104
557
-565
558
-2,700
559
$0 ﹤0.01%
4
560
-35