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Morningstar Investment Management LLC - Kunal Kapoor

Morningstar Investment Management LLC a Portfolio Activity as reported in the most recent 13F form published on Dec 31, 2023
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Kunal Kapoor

Kunal Kapoor
Morningstar Investment Management LLC

Hedge Fund Manager
Ranked #108 out of 483 Hedge Fund Managers

Portfolio Gain

+71.29%
Since Jun 2013

Sharpe Ratio

2.08
Average Hedge Fund Sharpe: 1.48991

Hedge Fund Net Worth

$870.37M
Kunal Kapoor manages more assets than 35% of other Hedge Fund Managers
Total assets under management as reported to the SEC

Average Return

+13.83%
A Hedge Fund's portfolio is comprised of data made available by the SEC

Portfolio Breakdown by Sector

PortfolioBreakdown
58.13% General
14.33% Communication Services
6.91% Financial
6.35% Technology
5.26% Energy
2.91% Consumer Cyclical
1.71% Industrial Goods
1.68% Consumer Defensive
1.48% Healthcare
0.56% Utilities
0.29% Real Estate
0.13% Basic Materials
A breakdown of Morningstar Investment Management LLC's portfolio by sector

Morningstar Investment Management LLC Portfolio Activity

Company Name
Action
Sector
Average Price in Last QTR
Gain Since Last Filing
Holding Change
Value Reported
% of Portfolio
Vanguard Consumer Staples ETF
Reduced
General
$182.68
($172.75-$192.60)
+3.69%
-10.52%
40.37M
4.64%
Vanguard Total Stock Market ETF
Added
General
$220.59
($202.44-$238.74)
+5.91%
+9.30%
51.41M
5.91%
Vanguard Health Care ETF
Added
General
$237.07
($222.27-$251.88)
+7.42%
+0.64%
85.87M
9.87%
AbbVie
Reduced
Healthcare
$145.87
($135.85-$155.89)
+16.49%
-2.75%
1.50M
0.17%
Comcast
Added
Communication Services
$41.45
($37.91-$44.99)
-3.14%
+16.30%
10.67M
1.22%
International Business Machines
Reduced
Technology
$151.10
($135.87-$166.34)
+13.61%
-72.21%
542.00K
0.06%
American Electric Power
Reduced
Utilities
$77.03
($69.38-$84.69)
+0.59%
-4.01%
953.77K
0.11%
Schwab Short-Term US Treasury ETF
Reduced
General
$48.07
($47.65-$48.49)
-0.23%
-8.06%
92.14M
10.55%
Crown Castle
Added
Real Estate
$102.11
($84.72-$119.50)
-8.04%
+57.96%
825.34K
0.09%
Johnson & Johnson
Reduced
Healthcare
$152.49
($144.95-$160.02)
+3.36%
-57.14%
870.22K
0.10%
See a list of Morningstar Investment Management LLC's holdings, as reported to the SEC on Dec 31, 2023. Click on any holding to see more details

Measured Performance

Compare Morningstar Investment Management LLC's performance with other Hedge Funds and the S&P 500

Morningstar Investment Management LLC activity FAQ

What is Morningstar Investment Management LLC’s portfolio gain since Jun 2013?
Morningstar Investment Management LLC’s portfolio gain since Jun 2013 was 71.29%.
    What is Morningstar Investment Management LLC’s Sharpe Ratio?
    Morningstar Investment Management LLC’s Sharpe Ratio is 2.08.
      What is Morningstar Investment Management LLC’s portfolio value?
      Morningstar Investment Management LLC’s portfolio value is $870.37M.
        What is Morningstar Investment Management LLC’s average return since the fund’s last 13F filing?
        Morningstar Investment Management LLC’s average return since the fund’s last 13F filing is 3.62%.
          What was Morningstar Investment Management LLC’s average return in the last 12 months?
          Morningstar Investment Management LLC’s average return in the last 12 months was 24.18%.
            What was Morningstar Investment Management LLC’s average return in the last 3 years?
            Morningstar Investment Management LLC’s average return in the last 3 years was 13.83%.
              When was the most recent most recent 13F form submitted by Morningstar Investment Management LLC?
              Morningstar Investment Management LLC's most recent 13F form was submitted on Dec 31, 2023.
                who are the best performing hedge funds?
                Head over to our Expert Center to see a list of the Top Hedge Fund Managers and follow the top hedge fund managers of your choice. Visit their profiles for more details about their holdings and see how they perform on a stock-by-stock basis.
                  What is Kunal Kapoor Net Worth?
                  Kunal Kapoor is Managing Morningstar Investment Management LLC which has a net worth of $870.37M.
                    TipRanks & Hedge Funds: TipRanks measures the performance of Kunal Kapoor and other hedge fund managers based on information submitted to the SEC. Any hedge fund managing over $100M is required to submit a 13F form to the SEC which lists their current holdings at the end of each fiscal quarter. TipRanks uses this information to determine how each hedge fund performed in comparison to other hedge funds and to the S&P 500. Top Hedge Funds are determined by those that generate the highest return based on their stock portfolio.

                    Disclosure on Hedge Fund Expert Ranking:
                    We only track and measure hedge fund managers based on their long positions on stocks and ETFs. Our ranking excludes:
                    1. Hedge funds that manage stocks of more than 1,500 different companies
                    2. Hedge funds with a portfolio turnover of over 50% from the previous quarter
                    3. Securities are not stocks, such as warrants, units, stock options (calls and puts), international investments, swaps, short positions, etc.