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
$182M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$8.93M
2
+$4.46M
3
+$2.94M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.22M
5
NMY
Nuveen Maryland Quality Municipal Income Fund
NMY
+$2.22M

Top Sells

1
+$5.47M
2
+$4.78M
3
+$3.97M
4
AAPL icon
Apple
AAPL
+$1.06M
5
AUNZ
WisdomTree Dreyfus Australia & New Zealand Debt Fund
AUNZ
+$831K

Sector Composition

1 Energy 4.99%
2 Financials 2.05%
3 Technology 1.63%
4 Healthcare 1.5%
5 Industrials 1.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$148K 0.08%
4,700
102
$147K 0.08%
1,287
-4,916
103
$146K 0.08%
1,661
+1,361
104
$140K 0.08%
3,724
-536
105
$138K 0.08%
2,400
106
$137K 0.08%
2,572
107
$136K 0.07%
2,463
108
$135K 0.07%
1,800
109
$131K 0.07%
+10,125
110
$130K 0.07%
1,359
+1
111
$128K 0.07%
1,094
112
$118K 0.06%
1,468
113
$117K 0.06%
+1,852
114
$116K 0.06%
+1,639
115
$115K 0.06%
+5,307
116
$115K 0.06%
1,188
117
$114K 0.06%
2,099
118
$113K 0.06%
1,165
-205
119
$110K 0.06%
1,337
120
$109K 0.06%
14,520
+1,020
121
$108K 0.06%
+1,364
122
$108K 0.06%
+1,254
123
$106K 0.06%
+2,374
124
$105K 0.06%
+2,792
125
$104K 0.06%
+3,128
3 4
5
6 7