MFIMFI

Mesirow Financial Investment Management - Fixed Income Portfolio holdings

AUM $98.4M
1-Year Est. Return 13.93%
This Quarter Est. Return
1 Year Est. Return
+13.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$217M
AUM Growth
-$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1 +$2.17M
2 +$2.06M
3 +$1.52M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.46M
5
CVS icon
CVS Health
CVS
+$1.18M

Top Sells

1 +$6.61M
2 +$5.37M
3 +$4.27M
4
GWB
Great Western Bancorp, Inc.
GWB
+$4M
5
LBY
Libbey, Inc.
LBY
+$3.93M

Sector Composition

1 Financials 28.13%
2 Industrials 14.55%
3 Healthcare 10.93%
4 Consumer Discretionary 8.47%
5 Energy 8.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$1.68M 0.77%
20,140
-20,809
52
$1.67M 0.77%
69,606
-85,827
53
$1.65M 0.76%
4,853
-909
54
$1.6M 0.74%
11,267
-23,580
55
$1.6M 0.74%
40,024
-50,427
56
$1.6M 0.74%
34,621
-64
57
$1.6M 0.74%
1,809
-2,110
58
$1.57M 0.72%
57,735
+17,617
59
$1.56M 0.72%
43,463
-58,067
60
$1.54M 0.71%
21,681
-75,438
61
$1.52M 0.7%
+10,935
62
$1.5M 0.69%
56,836
-16,152
63
$1.49M 0.69%
38,541
-45,174
64
$1.47M 0.68%
52,212
+1,104
65
$1.47M 0.68%
14,517
-30
66
$1.47M 0.68%
14,290
-30
67
$1.47M 0.68%
206,814
+8,048
68
$1.47M 0.68%
15,786
-7,550
69
$1.46M 0.67%
46,029
+12,318
70
$1.46M 0.67%
+11,066
71
$1.45M 0.67%
27,119
-54
72
$1.42M 0.66%
14,919
-31
73
$1.42M 0.66%
17,386
-34
74
$1.39M 0.64%
14,252
+12,047
75
$1.38M 0.63%
21,154
-24,829