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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
$1.17B
AUM Growth
-$93.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$13.1M
3
+$12.1M
4
AVGO icon
Broadcom
AVGO
+$9.91M
5
AAPL icon
Apple
AAPL
+$8.63M

Top Sells

1
+$16M
2
+$15.5M
3
+$12.3M
4
FLSW icon
Franklin FTSE Switzerland ETF
FLSW
+$10.2M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$5.84M

Sector Composition

1 Technology 11.72%
2 Communication Services 8.42%
3 Energy 1.92%
4 Consumer Discretionary 1.19%
5 Financials 0.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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202
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204
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-7,327
205
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207
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216
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5 6 7 8
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