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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
351
$971K 0.04%
2,802
+2,043
352
$970K 0.04%
+6,955
353
$970K 0.04%
+4,747
354
$966K 0.04%
+12,987
355
$965K 0.04%
+53,554
356
$956K 0.04%
+15,328
357
$941K 0.03%
+26,304
358
$936K 0.03%
+10,161
359
$935K 0.03%
+16,959
360
$931K 0.03%
+27,759
361
$931K 0.03%
+24,364
362
$925K 0.03%
+4,918
363
$913K 0.03%
+33,696
364
$911K 0.03%
+12,406
365
$898K 0.03%
+8,167
366
$888K 0.03%
+26,857
367
$886K 0.03%
+9,942
368
$879K 0.03%
+3,067
369
$877K 0.03%
+38,283
370
$863K 0.03%
+4,616
371
$857K 0.03%
+9,162
372
$852K 0.03%
6,707
+4,934
373
$849K 0.03%
+34,240
374
$845K 0.03%
+29,927
375
$835K 0.03%
+6,319
13 14
15
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