MIM

Morningstar Investment Management Portfolio holdings

AUM $1.14B
1-Year Est. Return 11.65%
This Quarter Est. Return
1 Year Est. Return
+11.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$725M
AUM Growth
+$180M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$4.42M 0.61%
310,585
-302,359
27
$4.2M 0.58%
+109,749
28
$3.25M 0.45%
22,309
-7,640