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 | |
|---|---|---|---|---|---|---|---|
| $5.29K | ﹤0.01% | 30 | – | – | |||
| $5.28K | ﹤0.01% | 50 | – | – | |||
| $5.1K | ﹤0.01% | 106 +1 | +1% | +$48 | |||
| $5.1K | ﹤0.01% | 98 | – | – | |||
| $5.07K | ﹤0.01% | 74 | – | – | |||
| $5.02K | ﹤0.01% | 50 | – | – | |||
| $4.97K | ﹤0.01% | 110 | – | – | |||
| $4.97K | ﹤0.01% | 113 | – | – | |||
| $4.96K | ﹤0.01% | 100 | – | – | |||
| $4.94K | ﹤0.01% | 14 | – | – | |||
| $4.92K | ﹤0.01% | 100 | – | – | |||
| $4.77K | ﹤0.01% | 171 -90 | -34% | -$2.51K | |||
| $4.7K | ﹤0.01% | 457 | – | – | |||
| $4.68K | ﹤0.01% | 26 | – | – | |||
| $4.61K | ﹤0.01% | 45 | – | – | |||
| $4.59K | ﹤0.01% | 500 | – | – | |||
| $4.57K | ﹤0.01% | 18 | – | – | |||
| $4.52K | ﹤0.01% | 262 | – | – | |||
| $4.47K | ﹤0.01% | 3,000 | – | – | |||
| $4.46K | ﹤0.01% | 15 | – | – | |||
| $4.44K | ﹤0.01% | 44 -447 | -91% | -$45.1K | |||
| $4.43K | ﹤0.01% | 13 | – | – | |||
| $4.35K | ﹤0.01% | +13 | New | +$4.35K | |||
| $4.11K | ﹤0.01% | 33 | – | – | |||
| $4.09K | ﹤0.01% | 62 | – | – |
