We are live on ! Find out more
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
176
$3.71M 0.14%
+29,292
177
$3.69M 0.14%
+11,874
178
$3.64M 0.13%
13,468
+4,706
179
$3.61M 0.13%
+284,166
180
$3.56M 0.13%
+7,367
181
$3.54M 0.13%
+63,999
182
$3.46M 0.13%
+32,930
183
$3.44M 0.13%
+47,139
184
$3.43M 0.13%
+36,173
185
$3.42M 0.13%
+61,280
186
$3.32M 0.12%
+26,948
187
$3.3M 0.12%
+8,451
188
$3.28M 0.12%
+34,596
189
$3.26M 0.12%
+42,362
190
$3.26M 0.12%
+10,191
191
$3.26M 0.12%
+18,844
192
$3.23M 0.12%
+21,279
193
$3.2M 0.12%
78,162
+69,066
194
$3.13M 0.12%
99,987
+54,894
195
$3.09M 0.11%
+8,474
196
$3.07M 0.11%
36,154
+32,448
197
$3.03M 0.11%
32,173
+28,789
198
$2.97M 0.11%
+39,821
199
$2.96M 0.11%
26,360
+20,474
200
$2.92M 0.11%
84,806
+69,062
6 7
8
9 10