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
$997M
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$23.4M
2 +$11.3M
3 +$11.3M
4
EWW icon
iShares MSCI Mexico ETF
EWW
+$6.3M
5
MLPX icon
Global X MLP & Energy Infrastructure ETF
MLPX
+$5.89M

Top Sells

1 +$9.46M
2 +$9.05M
3 +$7.43M
4
EWY icon
iShares MSCI South Korea ETF
EWY
+$1.04M
5
KBWB icon
Invesco KBW Bank ETF
KBWB
+$561K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$7.49M 0.75%
89,810
-5,791
27
$6.43M 0.65%
103,894
-9,060
28
$4.37M 0.44%
20,402