Morningstar Investment Management LLC

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Assets, Funds, Holdings

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CAFR Data
Morningstar Investment Management LLC
CRD #108031
SEC #801-56896
CIK #1673385
AUM $37.6 BB (100% Disc, 100% US)
Employees215 (26% Investors, 3% Brokers)
Phone312-696-6000
Address22 West Washington Street
Chicago, IL 60602
Source [IAPD] [EDGAR] [Website]
Total AUM ($BB)
655239261302000200620132020
Sector Holding Cap ($MM) Value ($MM)
EWU31.2
MLPX21.8
BIL11.6
VTIP10.6
BSV9.5
SCHP6.5
BLV6.0
BIV5.3
CWB4.7
SNLN4.0
View All
Holdings by Sector ($)
0.20.20.10.10.00.02018201820192020
Related Firms State AUM ($BB)
Morningstar Investment Management LLC
IL 37.6
Morningstar Investment Services LLC
IL 10.6
Morningstar Research Services LLC
IL 0.0
Comparable Firms State AUM ($BB)
Standish Ayer & Wood Inc
MA 41.1
van Eck Associates Corporation
NY 40.8
Global Retirement Partners LLC
CA 40.1
Silchester International Investors LLP
39.1
Ibbotson Associates Inc
IL 38.0
Kempen Capital Management NV
37.6
Breckinridge Capital Advisors Inc
MA 36.5
Western Asset Management Company Limited
36.3
Templeton Global Advisors Limited
36.0
Sands Capital Management LLC
VA 35.4
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