TIM

Tortoise Investment Management Portfolio holdings

AUM $1.05B
1-Year Est. Return 9.75%
This Quarter Est. Return
1 Year Est. Return
+9.75%
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 +$4.87M
2 +$3.82M
3 +$3.64M
4
NUV icon
Nuveen Municipal Value Fund
NUV
+$3.36M
5
NXP icon
Nuveen Select Tax-Free Income Portfolio
NXP
+$3.32M

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
701
-30
702
-800
703
$0 ﹤0.01%
10
704
$0 ﹤0.01%
4