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
$540M
AUM Growth
+$5.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
704
New
Increased
Reduced
Closed

Top Buys

1
+$4.87M
2
+$3.82M
3
+$3.64M
4
NUV icon
Nuveen Municipal Value Fund
NUV
+$3.36M
5
NXP icon
Nuveen Select Tax-Free Income Portfolio
NXP
+$3.32M

Top Sells

1
+$8.85M
2
+$4.15M
3
+$2.96M
4
JSCP icon
JPMorgan Short Duration Core Plus ETF
JSCP
+$1.95M
5
LEMB icon
iShares JPMorgan EM Local Currency Bond ETF
LEMB
+$1.7M

Sector Composition

1 Technology 2.82%
2 Financials 2.21%
3 Consumer Discretionary 0.97%
4 Healthcare 0.73%
5 Consumer Staples 0.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$3K ﹤0.01%
+100
602
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603
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100
604
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608
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200
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98
611
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75
612
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84
614
$3K ﹤0.01%
50
615
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53
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$3K ﹤0.01%
210
617
$3K ﹤0.01%
58
618
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50
619
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11
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210
621
$3K ﹤0.01%
200
622
$2K ﹤0.01%
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623
$2K ﹤0.01%
500
624
$2K ﹤0.01%
200
625
$2K ﹤0.01%
100
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