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
$5.17B
AUM Growth
+$727M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
616
New
Increased
Reduced
Closed

Top Buys

1
+$70.8M
2
+$48.4M
3
+$35.5M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$33.9M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$26.9M

Top Sells

1
+$20.3M
2
+$7.12M
3
+$5.14M
4
BP icon
BP
BP
+$5M
5
MCD icon
McDonald's
MCD
+$4.65M

Sector Composition

1 Financials 14.15%
2 Technology 12.01%
3 Healthcare 5.28%
4 Industrials 4.97%
5 Communication Services 4.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.44M 0.03%
31,749
+931
227
$1.44M 0.03%
27,277
+179
228
$1.41M 0.03%
24,065
+9,509
229
$1.41M 0.03%
12,211
+168
230
$1.38M 0.03%
11,610
+763
231
$1.36M 0.03%
52,243
232
$1.34M 0.03%
7,487
+3,395
233
$1.34M 0.03%
4,430
+291
234
$1.33M 0.03%
17,079
-271
235
$1.32M 0.03%
30,622
+270
236
$1.3M 0.03%
37,124
-2,237
237
$1.28M 0.02%
15,007
-264
238
$1.28M 0.02%
12,674
+104
239
$1.28M 0.02%
19,604
-72
240
$1.24M 0.02%
13,710
+1,157
241
$1.22M 0.02%
8,242
+277
242
$1.22M 0.02%
11,067
243
$1.22M 0.02%
3,869
+755
244
$1.21M 0.02%
19,379
+1,232
245
$1.21M 0.02%
13,608
+1
246
$1.21M 0.02%
100,423
247
$1.19M 0.02%
31,854
+13,112
248
$1.17M 0.02%
25,712
+14,389
249
$1.16M 0.02%
10,497
250
$1.15M 0.02%
14,109
-146
8 9
10
11 12