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
$803M
AUM Growth
+$78.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Sells

1 +$10.8M
2 +$6.13M
3 +$1.64M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$1.02M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$5.07M 0.63%
135,102
+25,353
27
$4.98M 0.62%
362,624
+52,039
28
$3.43M 0.43%
22,309