TIM
Tortoise Investment Management Portfolio holdings
AUM
$1.05B
1-Year Est. Return
9.75%
1 Year Est. Return
+9.75%
AUM
$960M
AUM Growth
+$13M
(+1.4%)
Holding
882
Top Buys
| 1 | +$6.1M | |
| 2 | +$4.71M | |
| 3 | +$4.16M | |
| 4 |
Invesco Taxable Municipal Bond ETF
BAB
|
+$3.6M |
| 5 |
Alpha Architect 1-3 Month Box ETF
BOXX
|
+$3.3M |
Top Sells
| 1 | +$4.71M | |
| 2 | +$4.19M | |
| 3 | +$3.61M | |
| 4 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$2.43M |
| 5 |
Apple
AAPL
|
+$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 |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
876
Watsco Inc
WSO
$14.9B
| – | – |
-148
|
|
||
877
Wynn Resorts
WYNN
$12.4B
| – | – |
-80
|
|
||
878
Zurn Elkay Water Solutions
ZWS
$7.88B
| – | – |
-1,731
|
|
||
879
Trump Media & Technology Group
DJT
$4.29B
| – | – |
0
|
|
||
|
SOBO
880
South Bow Corp
SOBO
$5.4B
| – | – |
-26
|
|
||
|
AZPN
881
DELISTED
Aspen Technology Inc
AZPN
| – | – |
-255
|
|
||
|
FM
882
DELISTED
iShares Frontier and Select EM ETF
FM
| – | – |
-60
|
|