TIM
Tortoise Investment Management Portfolio holdings
AUM
$1.05B
This Quarter Return
+9.91%
1 Year Return
+9.75%
3 Year Return
+30.94%
5 Year Return
+46.3%
10 Year Return
+86.51%
AUM
$382M
AUM Growth
+$382M
(+3.4%)
Cap. Flow
-$22.8M
Cap. Flow
% of AUM
-5.96%
Top 10 Holdings %
Top 10 Hldgs %
44.44%
Holding
654
New
101
Increased
109
Reduced
91
Closed
14
Top Buys
Top Sells
Sector Composition
| 1 | Financials | 1.56% |
| 2 | Technology | 1.39% |
| 3 | Healthcare | 1.1% |
| 4 | Industrials | 0.78% |
| 5 | Consumer Discretionary | 0.71% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
651
Trinity Industries
TRN
$2.26B
| $0 | ﹤0.01% |
+10
| New | – |
|
652
iShares MSCI USA Min Vol Factor ETF
USMV
$23.3B
| – | – |
-23
| Closed | -$1K |
|
653
Viavi Solutions
VIAV
$2.56B
| $0 | ﹤0.01% |
+2
| New | – |
|
654
WESCO International
WCC
$10.6B
| $0 | ﹤0.01% |
+8
| New | – |
|