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
126
$104K 0.06%
800
127
$103K 0.06%
+9,264
128
$103K 0.06%
+1,567
129
$103K 0.06%
+936
130
$103K 0.06%
3,055
+655
131
$102K 0.06%
941
-1,800
132
$102K 0.06%
1,200
133
$102K 0.06%
+2,379
134
$100K 0.05%
1,304
-150
135
$99K 0.05%
6,312
+3,542
136
$99K 0.05%
835
+400
137
$95K 0.05%
+1,909
138
$94K 0.05%
2,800
-500
139
$94K 0.05%
+1,514
140
$93K 0.05%
+798
141
$90K 0.05%
1,200
+50
142
$89K 0.05%
800
143
$88K 0.05%
+3,634
144
$88K 0.05%
1,258
145
$87K 0.05%
2,043
+731
146
$87K 0.05%
3,100
147
$85K 0.05%
1,550
148
$85K 0.05%
1,234
149
$84K 0.05%
900
150
$83K 0.05%
900
4 5
6
7 8