MFIM

Mesirow Financial Investment Management Portfolio holdings

AUM $5.13B
1-Year Est. Return 15.81%
This Quarter Est. Return
1 Year Est. Return
+15.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.4B
AUM Growth
+$1.66B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
621
New
Increased
Reduced
Closed

Top Buys

1
+$138M
2
+$33.4M
3
+$28.3M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$24.3M
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$22.7M

Top Sells

1
+$21M
2
+$2.45M
3
+$2.24M
4
FITB icon
Fifth Third Bancorp
FITB
+$1.98M
5
WK icon
Workiva
WK
+$1.8M

Sector Composition

1 Financials 15.25%
2 Technology 11.94%
3 Healthcare 5.92%
4 Industrials 5.51%
5 Communication Services 4.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.31M 0.03%
20,733
-1,551
227
$1.29M 0.03%
52,243
228
$1.29M 0.03%
2,462
-822
229
$1.27M 0.03%
30,345
+8,335
230
$1.24M 0.03%
30,371
+7,917
231
$1.23M 0.03%
4,359
+831
232
$1.23M 0.03%
19,185
+1,743
233
$1.21M 0.03%
8,294
+343
234
$1.19M 0.03%
17,752
+8,010
235
$1.18M 0.03%
15,112
-2,768
236
$1.15M 0.03%
100,423
237
$1.15M 0.03%
11,866
+1,088
238
$1.13M 0.03%
19,428
+3,072
239
$1.12M 0.03%
11,067
-1
240
$1.12M 0.03%
11,000
+8
241
$1.11M 0.03%
48,181
+10,800
242
$1.11M 0.03%
11,283
+2,124
243
$1.08M 0.02%
15,766
+266
244
$1.08M 0.02%
13,845
245
$1.06M 0.02%
5,788
+1,500
246
$1.05M 0.02%
3,824
+461
247
$1.05M 0.02%
4,160
+1,046
248
$1.05M 0.02%
19,823
+266
249
$1.02M 0.02%
13,684
+312
250
$1.02M 0.02%
17,612
+2,042
8 9
10
11 12