We are live on ! Find out more
TIM

Tortoise Investment Management Portfolio holdings

AUM $1.21B
1-Year Est. Return 13.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.04%
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
+$4.97M
2
+$3.82M
3
+$3.69M
4
NXP icon
Nuveen Select Tax-Free Income Portfolio
NXP
+$3.45M
5
NUV icon
Nuveen Municipal Value Fund
NUV
+$3.44M

Top Sells

1
+$9.06M
2
+$4.17M
3
+$3.12M
4
JSCP icon
JPMorgan Short Duration Core Plus ETF
JSCP
+$1.98M
5
LEMB icon
iShares JPMorgan EM Local Currency Bond ETF
LEMB
+$1.77M

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
676
– –
-199
677
$0 ﹤0.01%
10
678
– –
-30
679
– –
-1
680
– –
-100
681
– –
-516
682
– –
-552
683
– –
0
684
– –
-529
685
$0 ﹤0.01%
2
686
$0 ﹤0.01%
9
687
– –
-99
688
– –
-63
689
$0 ﹤0.01%
+16
690
$0 ﹤0.01%
250
691
$0 ﹤0.01%
12
692
– –
-200
693
$0 ﹤0.01%
6
694
– –
-30
695
– –
-800
696
$0 ﹤0.01%
10
697
$0 ﹤0.01%
4
698
$0 ﹤0.01%
7
699
– –
-100
700
– –
0
25 26 27
28
29