TIM
Tortoise Investment Management Portfolio holdings
AUM
$1.05B
1-Year Return
9.75%
This Quarter Return
-2.9%
1 Year Return
+9.75%
3 Year Return
+30.94%
5 Year Return
+46.3%
10 Year Return
+86.51%
AUM
$151M
AUM Growth
–
Cap. Flow
+$151M
Cap. Flow
% of AUM
99.99%
Top 10 Holdings %
Top 10 Hldgs %
39.76%
Holding
358
New
354
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
KMR
KINDER MORGAN MANAGEMENT LLC
KMR
|
$8.15M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$7.64M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$7.37M |
| 4 |
Invesco Taxable Municipal Bond ETF
BAB
|
$7M |
| 5 |
iShares Russell 1000 ETF
IWB
|
$5.98M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Energy | 6.55% |
| 2 | Technology | 2.72% |
| 3 | Financials | 2.26% |
| 4 | Healthcare | 1.62% |
| 5 | Real Estate | 1.45% |
