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
201
$30K 0.02%
1,084
202
$30K 0.02%
986
203
$29K 0.02%
700
-150
204
$28K 0.02%
276
205
$26K 0.01%
325
-175
206
$26K 0.01%
+1,200
207
$25K 0.01%
1,433
+852
208
$25K 0.01%
490
209
$25K 0.01%
300
210
$24K 0.01%
475
211
$23K 0.01%
366
212
$22K 0.01%
288
213
$22K 0.01%
510
214
$22K 0.01%
407
215
$19K 0.01%
600
216
$19K 0.01%
496
217
$19K 0.01%
500
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218
$18K 0.01%
156
219
$18K 0.01%
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220
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$18K 0.01%
528
222
$17K 0.01%
500
223
$17K 0.01%
670
224
$17K 0.01%
800
225
$16K 0.01%
342
7 8
9
10 11