Morningstar Investment Management LLC
Morningstar Investment Management LLC latest Q4_2020 13F filings reported $889,798,000 in market value on this 2021-02-16 report date . The portfolio quarterly return is 10.75%. This fund has 28 securities concentrations of 100% weights.
Morningstar Investment Management LLC largest holding is Energy Select Sector SPDR Fund with weight of 3.67% and $32,686,000 in market value. The portfolio return is computed based on the amount invested in the new quarter. The following shows the portfolio details.
Portfolio Performance History
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