Morningstar Investment Management LLC
CIK Number: 0001673385
1.01B
Market Value
210
# of Holdings
6 months
Avg. Holding Period
58.75%
Win Rate
24.39%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 22.66 | -0.31% | 8.78M | +0.68% | 201.87M | 22.74 | 19.97% | |
| 2 | Vanguard World ... | 221.40 | -0.14% | 387.26K | -3.80% | 83.84M | 186.19 | 8.29% | |
| 3 | Vanguard Index ... | 299.93 | -0.05% | 261.33K | +11.67% | 75.35M | 207.98 | 7.45% | |
| 4 | Vanguard World ... | 260.55 | -0.06% | 263.94K | -3.47% | 74.77M | 225.49 | 7.40% | |
| 5 | Alphabet Inc | 189.92 | -1.06% | 332.25K | +2.88% | 54.81M | 109.91 | 5.42% |
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