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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
201
$2.89M 0.11%
15,458
+7,777
202
$2.89M 0.11%
+31,609
203
$2.87M 0.11%
+11,905
204
$2.85M 0.1%
+33,995
205
$2.84M 0.1%
+17,476
206
$2.84M 0.1%
+29,893
207
$2.83M 0.1%
23,633
+17,270
208
$2.83M 0.1%
+17,696
209
$2.81M 0.1%
+39,850
210
$2.78M 0.1%
22,347
+18,582
211
$2.75M 0.1%
+61,139
212
$2.71M 0.1%
+21,091
213
$2.7M 0.1%
+5,250
214
$2.7M 0.1%
+10,099
215
$2.68M 0.1%
+54,392
216
$2.65M 0.1%
+13,710
217
$2.63M 0.1%
+18,779
218
$2.61M 0.1%
+51,685
219
$2.6M 0.1%
+28,931
220
$2.59M 0.1%
+31,132
221
$2.52M 0.09%
+49,498
222
$2.47M 0.09%
+31,909
223
$2.43M 0.09%
+10,753
224
$2.39M 0.09%
+13,424
225
$2.3M 0.08%
+16,206
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9
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