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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
276
$1.75M 0.06%
+26,569
277
$1.73M 0.06%
+33,453
278
$1.7M 0.06%
+17,255
279
$1.7M 0.06%
+18,269
280
$1.67M 0.06%
+183,660
281
$1.66M 0.06%
+13,237
282
$1.65M 0.06%
+12,235
283
$1.65M 0.06%
+71,846
284
$1.63M 0.06%
+80,627
285
$1.61M 0.06%
+5,389
286
$1.6M 0.06%
+5,531
287
$1.6M 0.06%
+130,744
288
$1.59M 0.06%
+64,003
289
$1.59M 0.06%
5,675
+4,926
290
$1.59M 0.06%
+66,123
291
$1.55M 0.06%
+7,564
292
$1.53M 0.06%
+35,162
293
$1.52M 0.06%
+2,002
294
$1.51M 0.06%
+10,059
295
$1.5M 0.06%
+79,880
296
$1.47M 0.05%
+90,192
297
$1.46M 0.05%
+3,487
298
$1.45M 0.05%
+220,674
299
$1.45M 0.05%
+21,899
300
$1.45M 0.05%
+33,738
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