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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
401
$719K 0.03%
+10,449
402
$701K 0.03%
7,996
+4,487
403
$691K 0.03%
+2,902
404
$682K 0.03%
+13,900
405
$681K 0.03%
+4,019
406
$672K 0.02%
+67,803
407
$654K 0.02%
+3,311
408
$639K 0.02%
2,933
+1,589
409
$632K 0.02%
+8,900
410
$620K 0.02%
5,230
+2,188
411
$618K 0.02%
+10,517
412
$595K 0.02%
+7,809
413
$592K 0.02%
+4,089
414
$591K 0.02%
5,322
-7,248
415
$574K 0.02%
+8,582
416
$573K 0.02%
2,650
+175
417
$562K 0.02%
+3,370
418
$553K 0.02%
+81,892
419
$531K 0.02%
+7,884
420
$529K 0.02%
+2,959
421
$521K 0.02%
+959
422
$508K 0.02%
+3,822
423
$503K 0.02%
+5,919
424
$488K 0.02%
+9,131
425
$480K 0.02%
+5,100
15 16
17
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