We are live on ! Find out more
MIM

Morningstar Investment Management Portfolio holdings

AUM $1.62B
1-Year Est. Return 15.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.72B
AUM Growth
+$1.58B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
533
New
Increased
Reduced
Closed

Top Buys

1
+$40.8M
2
+$34.5M
3
+$34.1M
4
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$33.7M
5
TSM icon
TSMC
TSM
+$25M

Top Sells

1
+$88.7M
2
+$43.8M
3
+$35.7M
4
EWY icon
iShares MSCI South Korea ETF
EWY
+$18.7M
5
SCHH icon
Schwab US REIT ETF
SCHH
+$14.5M

Sector Composition

1 Technology 22.26%
2 Financials 11.59%
3 Healthcare 8.62%
4 Industrials 8.5%
5 Consumer Discretionary 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.3M 0.08%
+12,876
227
$2.25M 0.08%
525
+253
228
$2.24M 0.08%
19,912
+13,461
229
$2.2M 0.08%
3,918
+2,759
230
$2.19M 0.08%
+6,583
231
$2.17M 0.08%
29,777
+2,402
232
$2.16M 0.08%
+35,459
233
$2.15M 0.08%
+20,515
234
$2.15M 0.08%
+18,096
235
$2.14M 0.08%
+20,084
236
$2.12M 0.08%
+39,967
237
$2.12M 0.08%
+16,498
238
$2.1M 0.08%
+37,041
239
$2.09M 0.08%
+84,963
240
$2.08M 0.08%
58,691
+37,321
241
$2.08M 0.08%
+8,009
242
$2.05M 0.08%
+15,943
243
$2.05M 0.08%
+75,238
244
$2.05M 0.08%
+100,724
245
$2.04M 0.07%
44,544
+28,816
246
$2.04M 0.07%
+22,504
247
$2.03M 0.07%
+88,465
248
$2.02M 0.07%
+28,387
249
$2.01M 0.07%
24,046
+15,761
250
$2.01M 0.07%
+14,100
8 9
10
11 12