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
176
$52K 0.03%
+1,375
177
$52K 0.03%
1,000
178
$51K 0.03%
1,512
179
$51K 0.03%
+1,200
180
$50K 0.03%
600
181
$48K 0.03%
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182
$44K 0.02%
500
-500
183
$43K 0.02%
600
184
$43K 0.02%
500
185
$43K 0.02%
1,222
186
$42K 0.02%
600
187
$41K 0.02%
700
188
$41K 0.02%
1,500
189
$41K 0.02%
425
190
$40K 0.02%
540
191
$39K 0.02%
670
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192
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3,000
193
$36K 0.02%
498
194
$35K 0.02%
600
195
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196
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197
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198
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316
199
$31K 0.02%
600
200
$31K 0.02%
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8
9 10