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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
251
$1.95M 0.07%
+8,499
252
$1.95M 0.07%
29,461
+20,433
253
$1.95M 0.07%
39,766
+36,220
254
$1.93M 0.07%
+53,735
255
$1.91M 0.07%
+6,417
256
$1.9M 0.07%
6,333
+4,000
257
$1.89M 0.07%
+57,943
258
$1.88M 0.07%
+52,788
259
$1.88M 0.07%
+6,816
260
$1.85M 0.07%
+10,837
261
$1.85M 0.07%
+39,092
262
$1.84M 0.07%
+24,177
263
$1.83M 0.07%
+70,855
264
$1.83M 0.07%
35,448
+16,884
265
$1.82M 0.07%
+5,261
266
$1.82M 0.07%
+49,491
267
$1.8M 0.07%
+55,161
268
$1.79M 0.07%
+23,076
269
$1.78M 0.07%
+32,879
270
$1.78M 0.07%
+22,237
271
$1.77M 0.07%
+13,842
272
$1.77M 0.07%
39,739
+29,661
273
$1.77M 0.07%
67,871
+57,031
274
$1.75M 0.06%
93,894
+74,306
275
$1.75M 0.06%
+102,917
9 10
11
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