Morningstar Investment Services LLC

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Assets, Funds, Holdings

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Morningstar Investment Services LLC
CRD #112525
SEC #801-60401
CIK #1146203, 1478215
AUM $10.6 BB (100% Disc, 100% US)
Employees31 (0% Investors, 68% Brokers)
Phone312-696-6000
Address22 West Washington Street
Chicago, IL 60602-1605
Source IAPDexternal EDGARexternal Websiteexternal Twitterexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
VTI 360.2
BND 310.5
VEA 160.3
VWO 146.6
WFC 226,380.0 124.8
ENB 73,790.0 113.5
V 341,210.0 103.5
AMGN 114,590.0 87.6
LOW 80,620.0 79.7
D 61,000.0 78.4
View All
Holdings by Sector ($BB)
Related Firms State AUM ($BB)
Morningstar Investment Management LLC
IL
37.6
Morningstar Investment Services LLC
IL
10.6
Morningstar Research Services LLC
IL
0.0
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10.5
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