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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
426
$477K 0.02%
+5,083
427
$473K 0.02%
+5,270
428
$468K 0.02%
+508
429
$462K 0.02%
4,557
-1,420
430
$460K 0.02%
+696
431
$459K 0.02%
+4,839
432
$457K 0.02%
2,821
+1,382
433
$447K 0.02%
+5,882
434
$443K 0.02%
+5,269
435
$441K 0.02%
+578
436
$427K 0.02%
3,493
+1,644
437
$426K 0.02%
+1,828
438
$412K 0.02%
+4,878
439
$408K 0.02%
1,418
440
$406K 0.01%
1,336
+230
441
$403K 0.01%
+934
442
$401K 0.01%
+4,509
443
$401K 0.01%
3,034
-11,037
444
$391K 0.01%
16,754
-75,868
445
$390K 0.01%
+4,631
446
$387K 0.01%
+864
447
$386K 0.01%
+896
448
$379K 0.01%
+7,731
449
$365K 0.01%
+2,634
450
$363K 0.01%
+55,531
16 17
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