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 | |
|---|---|---|---|---|---|---|---|
| $2.15K | ﹤0.01% | 22 +7 | +47% | +$684 | |||
| $2.15K | ﹤0.01% | 9 | – | – | |||
| $2.12K | ﹤0.01% | 16 -414 | -96% | -$55K | |||
| $2.11K | ﹤0.01% | 87 | – | – | |||
| $2.09K | ﹤0.01% | +100 | New | +$2.09K | |||
| $2.09K | ﹤0.01% | 92 | – | – | |||
| $2.09K | ﹤0.01% | 62 | – | – | |||
| $2.07K | ﹤0.01% | 50 -115 | -70% | -$4.76K | |||
| $2.02K | ﹤0.01% | 3 | – | – | |||
| $1.95K | ﹤0.01% | 100 | – | – | |||
| $1.92K | ﹤0.01% | 19 | – | – | |||
| $1.92K | ﹤0.01% | 572 | – | – | |||
| $1.9K | ﹤0.01% | 10 | – | – | |||
| $1.87K | ﹤0.01% | 1 | – | – | |||
| $1.82K | ﹤0.01% | 100 | – | – | |||
| $1.79K | ﹤0.01% | 40 | – | – | |||
| $1.75K | ﹤0.01% | 18 | – | – | |||
| $1.74K | ﹤0.01% | 7 | – | – | |||
| $1.73K | ﹤0.01% | 27 | – | – | |||
| $1.7K | ﹤0.01% | 7 | – | – | |||
| $1.68K | ﹤0.01% | 23 | – | – | |||
| $1.68K | ﹤0.01% | 179 | – | – | |||
| $1.64K | ﹤0.01% | 39 | – | – | |||
| $1.63K | ﹤0.01% | 9 | – | – | |||
| $1.55K | ﹤0.01% | 6 | – | – |
