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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
376
$829K 0.03%
+8,198
377
$824K 0.03%
+3,277
378
$819K 0.03%
+3,607
379
$818K 0.03%
+26,721
380
$818K 0.03%
14,381
+10,437
381
$804K 0.03%
+12,260
382
$804K 0.03%
+18,322
383
$802K 0.03%
+30,142
384
$790K 0.03%
31,915
+23,868
385
$786K 0.03%
+11,186
386
$786K 0.03%
+9,608
387
$785K 0.03%
+10,147
388
$785K 0.03%
4,661
-4,869
389
$784K 0.03%
+15,778
390
$782K 0.03%
+42,850
391
$778K 0.03%
+634
392
$772K 0.03%
+85,829
393
$767K 0.03%
+6,540
394
$754K 0.03%
+21,706
395
$748K 0.03%
+5,972
396
$742K 0.03%
18,931
+10,596
397
$732K 0.03%
+11,497
398
$729K 0.03%
+71,712
399
$727K 0.03%
+10,710
400
$723K 0.03%
+5,412
14 15
16
17 18