TIM

Tortoise Investment Management Portfolio holdings

AUM $1.12B
1-Year Est. Return 9.68%
This Quarter Est. Return
1 Year Est. Return
+9.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$514M
AUM Growth
+$4.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
789
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$4.81M
3
+$3.75M
4
AAPL icon
Apple
AAPL
+$3.7M
5
MBB icon
iShares MBS ETF
MBB
+$2.37M

Top Sells

1
+$3.49M
2
+$2.16M
3
+$1.53M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$1.52M
5
JSCP icon
JPMorgan Short Duration Core Plus ETF
JSCP
+$1.26M

Sector Composition

1 Technology 3.24%
2 Financials 1.89%
3 Healthcare 0.94%
4 Consumer Discretionary 0.87%
5 Consumer Staples 0.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$4K ﹤0.01%
138
+2
627
$4K ﹤0.01%
370
628
$4K ﹤0.01%
150
629
$4K ﹤0.01%
+135
630
$4K ﹤0.01%
151
+1
631
$4K ﹤0.01%
520
632
$3K ﹤0.01%
100
633
$3K ﹤0.01%
118
634
$3K ﹤0.01%
101
+1
635
$3K ﹤0.01%
60
636
$3K ﹤0.01%
1,000
637
$3K ﹤0.01%
100
638
$3K ﹤0.01%
+79
639
$3K ﹤0.01%
97
-83
640
$3K ﹤0.01%
30
641
$3K ﹤0.01%
120
642
$3K ﹤0.01%
59
643
$3K ﹤0.01%
100
644
$3K ﹤0.01%
43
+28
645
$3K ﹤0.01%
213
646
$3K ﹤0.01%
357
647
$3K ﹤0.01%
84
648
$3K ﹤0.01%
100
649
$3K ﹤0.01%
38
650
$3K ﹤0.01%
25
24 25
26
27 28