Diane Bono
@Tortoise Capital Advisors, L.l.c.
Latest period2024 - Q3ReportedManaged Assets$7.761BTotal holdings84
Assets growth rate2.68%Assets growth rate (2-Q avg)4.13%Continuous growth in asset value3 quarters
Portfolio positions
This chart displays the top 10 holdings in Tortoise Capital Advisors, L.l.c.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 84 positions.
Assets under management
The assets under management (AUM) of Tortoise Capital Advisors, L.l.c. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 7.761B in assets, with a quarterly growth rate of 2.68% and a 2-quarter average growth rate of 4.13%. The portfolio is managed by Diane Bono, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
ETRNEquitrans Midstream Corporatio
| 0% | $85.204M 6.564M shares@ $12.98 avg price | Exited |
TELTe Connectivity Ltd
| 0% | $25.555M 169,880 shares@ $150.43 avg price | Exited |
XYLXylem Inc.
| 0% | $222,433 1,640 shares@ $135.63 avg price | Exited |