TIM
Tortoise Investment Management Portfolio holdings
AUM
$1.05B
This Quarter Return
-5.09%
1 Year Return
+9.75%
3 Year Return
+30.94%
5 Year Return
+46.3%
10 Year Return
+86.51%
AUM
$540M
AUM Growth
+$540M
(+1.1%)
Cap. Flow
+$39.4M
Cap. Flow
% of AUM
7.3%
Top 10 Holdings %
Top 10 Hldgs %
38.07%
Holding
704
New
51
Increased
132
Reduced
109
Closed
20
Top Buys
Top Sells
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
701
US Global Jets ETF
JETS
$849M
| – | – |
-57
| Closed | -$1K |
|
702
Kimberly-Clark
KMB
$42.5B
| – | – |
-104
| Closed | -$15K |
|
703
Lucid Motors
LCID
$51.6B
| $0 | ﹤0.01% |
4
+4
| – | – |
|
704
Mattel
MAT
$5.87B
| $0 | ﹤0.01% |
15
| – | – |
|