MFIM

Mesirow Financial Investment Management Portfolio holdings

AUM $5.59B
1-Year Est. Return 16.91%
This Quarter Est. Return
1 Year Est. Return
+16.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.44B
AUM Growth
+$44.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
544
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$4.44M
3
+$4.05M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.96M
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$3.62M

Top Sells

1
+$2.95M
2
+$2.56M
3
+$2.34M
4
GLD icon
SPDR Gold Trust
GLD
+$2.32M
5
CHD icon
Church & Dwight Co
CHD
+$2.08M

Sector Composition

1 Financials 14.63%
2 Technology 13.11%
3 Communication Services 5.5%
4 Healthcare 5.48%
5 Industrials 5.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.24M 0.03%
30,352
+7
227
$1.23M 0.03%
2,127
-335
228
$1.22M 0.03%
12,570
+1,287
229
$1.21M 0.03%
15,633
-133
230
$1.21M 0.03%
12,043
+177
231
$1.2M 0.03%
4,139
-220
232
$1.2M 0.03%
15,271
-1,058
233
$1.16M 0.03%
7,356
-3
234
$1.15M 0.03%
18,147
-2,586
235
$1.12M 0.03%
100,423
236
$1.12M 0.03%
48,180
-1
237
$1.08M 0.02%
3,692
-656
238
$1.08M 0.02%
10,497
-596
239
$1.07M 0.02%
13,845
240
$1.06M 0.02%
14,255
-857
241
$1.06M 0.02%
19,676
-147
242
$1.05M 0.02%
26,378
-9,294
243
$1.04M 0.02%
13,607
-77
244
$1.03M 0.02%
7,965
-329
245
$1.02M 0.02%
17,872
+451
246
$1.01M 0.02%
3,848
+24
247
$1.01M 0.02%
17,350
-402
248
$994K 0.02%
778
249
$994K 0.02%
4,655
+629
250
$984K 0.02%
2,170
-62
8 9
10
11 12