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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
301
$1.45M 0.05%
+72,550
302
$1.44M 0.05%
+68,630
303
$1.44M 0.05%
+185,204
304
$1.43M 0.05%
+7,136
305
$1.42M 0.05%
+9,205
306
$1.4M 0.05%
+4,513
307
$1.4M 0.05%
9,364
+7,281
308
$1.34M 0.05%
6,640
+4,565
309
$1.33M 0.05%
+14,246
310
$1.33M 0.05%
+29,898
311
$1.31M 0.05%
+14,438
312
$1.31M 0.05%
+18,138
313
$1.31M 0.05%
+5,158
314
$1.31M 0.05%
+40,389
315
$1.3M 0.05%
+5,500
316
$1.28M 0.05%
+5,277
317
$1.26M 0.05%
+33,175
318
$1.22M 0.04%
+112,290
319
$1.17M 0.04%
+4,657
320
$1.17M 0.04%
68,223
+5,276
321
$1.17M 0.04%
+18,562
322
$1.16M 0.04%
+109,258
323
$1.16M 0.04%
+31,774
324
$1.15M 0.04%
+41,273
325
$1.15M 0.04%
+8,332
11 12
13
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