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
151
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1,000
152
$76K 0.04%
+2,306
153
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156
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157
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160
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161
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162
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164
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165
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166
$60K 0.03%
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167
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168
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175
$53K 0.03%
+4,351
5 6
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