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MIM

Morningstar Investment Management Portfolio holdings

AUM $1.62B
1-Year Est. Return 15.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.72B
AUM Growth
+$1.58B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
533
New
Increased
Reduced
Closed

Top Buys

1
+$40.8M
2
+$34.5M
3
+$34.1M
4
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$33.7M
5
TSM icon
TSMC
TSM
+$25M

Top Sells

1
+$88.7M
2
+$43.8M
3
+$35.7M
4
EWY icon
iShares MSCI South Korea ETF
EWY
+$18.7M
5
SCHH icon
Schwab US REIT ETF
SCHH
+$14.5M

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
51
$10.8M 0.4%
+49,828
52
$10.5M 0.39%
84,776
+79,820
53
$10.3M 0.38%
+35,688
54
$10.3M 0.38%
+23,049
55
$10.2M 0.38%
152,677
+148,320
56
$10.2M 0.37%
49,783
+48,151
57
$10.1M 0.37%
55,145
+50,115
58
$10.1M 0.37%
+81,714
59
$10M 0.37%
160,634
+133,427
60
$9.88M 0.36%
+364,694
61
$9.81M 0.36%
+41,394
62
$9.79M 0.36%
+85,512
63
$9.76M 0.36%
+72,494
64
$9.75M 0.36%
+27,638
65
$9.65M 0.35%
60,719
+54,885
66
$9.63M 0.35%
+26,057
67
$9.6M 0.35%
+36,805
68
$9.38M 0.35%
+46,079
69
$9.16M 0.34%
13,408
+12,814
70
$9.15M 0.34%
+18,792
71
$9.02M 0.33%
+9,320
72
$8.95M 0.33%
+93,769
73
$8.88M 0.33%
+18,633
74
$8.71M 0.32%
177,579
+172,045
75
$8.7M 0.32%
+98,747
1 2
3
4 5