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 | |
|---|---|---|---|---|---|---|---|
| $993 | ﹤0.01% | 62 | – | – | |||
| $965 | ﹤0.01% | 42 | – | – | |||
| $950 | ﹤0.01% | 100 | – | – | |||
| $942 | ﹤0.01% | 6 | – | – | |||
| $932 | ﹤0.01% | 18 | – | – | |||
| $919 | ﹤0.01% | 11 | – | – | |||
| $910 | ﹤0.01% | 4 | – | – | |||
| $882 | ﹤0.01% | 11 | – | – | |||
| $865 | ﹤0.01% | 5 | – | – | |||
| $804 | ﹤0.01% | 13 -103 | -89% | -$6.37K | |||
| $797 | ﹤0.01% | 13 | – | – | |||
| $796 | ﹤0.01% | 5 | – | – | |||
| $785 | ﹤0.01% | 21 | – | – | |||
| $781 | ﹤0.01% | 4 | – | – | |||
| $733 | ﹤0.01% | 2 | – | – | |||
| $691 | ﹤0.01% | 14 | – | – | |||
| $662 | ﹤0.01% | 4 | – | – | |||
| $637 | ﹤0.01% | 2 -206 | -99% | -$65.6K | |||
| $636 | ﹤0.01% | 5 | – | – | |||
| $572 | ﹤0.01% | 6 | – | – | |||
| $560 | ﹤0.01% | 7 | – | – | |||
| $529 | ﹤0.01% | 27 | – | – | |||
| $497 | ﹤0.01% | 485 | – | – | |||
| $430 | ﹤0.01% | 5 | – | – | |||
| $407 | ﹤0.01% | 150 | – | – |
