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MFIMFI
Mesirow Financial Investment Management - Fixed Income Portfolio holdings
AUM
$98.4M
1-Year Est. Return
13.93%
This Fund
S&P 500
This Quarter
Est. Return
+6.59%
1 Year Est. Return
+13.93%
3 Year Est. Return
+26.93%
5 Year Est. Return
+113.81%
10 Year Est. Return
+348.1%
AUM
$333M
AUM Growth
–
Cap. Flow
+$323M
Cap. Flow
% of AUM
97.03%
Top 10 Holdings %
Top 10 Hldgs %
18.64%
Holding
171
New
171
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Banner Corp
BANR
|
+$6.66M |
| 2 |
SFLY
Shutterfly, Inc.
SFLY
|
+$6.42M |
| 3 |
Wabtec
WAB
|
+$6.28M |
| 4 |
Columbia Banking Systems
COLB
|
+$5.99M |
| 5 |
Chord Energy
CHRD
|
+$5.8M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 17.97% |
| 2 | Industrials | 14.06% |
| 3 | Technology | 10.15% |
| 4 | Consumer Discretionary | 10.12% |
| 5 | Healthcare | 8.49% |
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Mesirow Financial Investment Management - Fixed Income's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for Mesirow Financial Investment Management - Fixed Income, which disclosed 171 positions worth $333M. Its ten largest holdings account for 19% of the portfolio.
Its largest position is Banner Corp: 206,626 shares worth $6.98M.
By sector, the portfolio is most concentrated in Financials at 18% of assets, followed by Industrials and Technology.
- Mesirow Financial Investment Management - Fixed Income's largest Q2 2013 buy was Banner Corp: 206,626 shares worth $6.98M.
- Mesirow Financial Investment Management - Fixed Income's ten largest holdings make up 19% of its $333M portfolio in Q2 2013.
- Mesirow Financial Investment Management - Fixed Income disclosed 171 positions in Q2 2013, its first 13F filing on record.
Based on Mesirow Financial Investment Management - Fixed Income's 13F filing for Q2 2013, filed 9 Aug 2013.