MIM
Morningstar Investment Management Portfolio holdings
AUM
$2.72B
1-Year Est. Return
11.7%
1 Year Est. Return
+11.7%
AUM
$2.72B
AUM Growth
+$1.58B
(+139%)
Holding
533
Top Sells
| 1 | +$91.8M | |
| 2 | +$43.8M | |
| 3 | +$41.5M | |
| 4 |
iShares MSCI South Korea ETF
EWY
|
+$20.1M |
| 5 |
Schwab US REIT ETF
SCHH
|
+$14.7M |
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 | |
|---|---|---|---|---|---|---|
526
Plains All American Pipeline
PAA
$12.5B
| – | – |
-52,623
|
|
||
527
Pinnacle West Capital
PNW
$10.6B
| – | – |
-3,915
|
|
||
528
Regions Financial
RF
$23B
| – | – |
-12,190
|
|
||
529
Royalty Pharma
RPRX
$17B
| – | – |
-8,307
|
|
||
530
Vanguard Total World Stock ETF
VT
$58.7B
| – | – |
-13,150
|
|
||
531
Western Midstream Partners
WES
$16.3B
| – | – |
-13,301
|
|
||
532
Williams Companies
WMB
$76.7B
| – | – |
-41,896
|
|
||
533
Zoetis
ZTS
$52.3B
| – | – |
-6,052
|
|