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
$890M
AUM Growth
+$86.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Sells

1 +$11.4M
2 +$10.9M
3 +$5.33M
4
VFH icon
Vanguard Financials ETF
VFH
+$5.25M
5
EWY icon
iShares MSCI South Korea ETF
EWY
+$4.69M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$7.39M 0.83%
286,561
-32,268
27
$5.68M 0.64%
112,954
-22,148
28
$3.97M 0.45%
20,402
-1,907