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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
326
$1.14M 0.04%
+15,464
327
$1.14M 0.04%
+21,848
328
$1.12M 0.04%
2,653
+779
329
$1.11M 0.04%
+32,793
330
$1.1M 0.04%
+7,695
331
$1.1M 0.04%
1,185
+14
332
$1.09M 0.04%
+31,792
333
$1.09M 0.04%
+15,760
334
$1.07M 0.04%
+39,804
335
$1.06M 0.04%
+3,079
336
$1.04M 0.04%
+5,881
337
$1.02M 0.04%
+13,554
338
$1.02M 0.04%
+11,981
339
$1.01M 0.04%
+10,137
340
$1.01M 0.04%
+2,025
341
$1M 0.04%
+6,282
342
$1M 0.04%
+15,339
343
$994K 0.04%
+22,618
344
$989K 0.04%
+661
345
$986K 0.04%
+6,192
346
$985K 0.04%
+11,597
347
$983K 0.04%
+25,957
348
$982K 0.04%
8,580
-60,731
349
$979K 0.04%
+10,027
350
$978K 0.04%
+7,994
12 13
14
15 16