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
$5.16B
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
631
New
Increased
Reduced
Closed

Top Buys

1
+$109M
2
+$48.5M
3
+$38.5M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$29M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$21.6M

Top Sells

1
+$66.3M
2
+$33.1M
3
+$32.1M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$9.09M
5
IBM icon
IBM
IBM
+$5.75M

Sector Composition

1 Financials 16.27%
2 Technology 11.16%
3 Healthcare 4.6%
4 Industrials 4.44%
5 Communication Services 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.44M 0.03%
21,261
-1,166
227
$1.43M 0.03%
5,290
+2,440
228
$1.42M 0.03%
14,378
+1,364
229
$1.41M 0.03%
12,882
-282
230
$1.41M 0.03%
15,571
-1,089
231
$1.41M 0.03%
12,783
-12,953
232
$1.39M 0.03%
22,611
+5,831
233
$1.38M 0.03%
52,243
-52,243
234
$1.37M 0.03%
26,212
-339
235
$1.33M 0.03%
10,590
+6,685
236
$1.31M 0.03%
8,552
+4,256
237
$1.29M 0.03%
4,230
+95
238
$1.28M 0.02%
9,531
+3,286
239
$1.28M 0.02%
13,394
-330
240
$1.25M 0.02%
2,306
+2
241
$1.25M 0.02%
13,547
-114
242
$1.24M 0.02%
10,648
+667
243
$1.24M 0.02%
18,241
-1,323
244
$1.23M 0.02%
8,004
-2,150
245
$1.21M 0.02%
4,445
-956
246
$1.21M 0.02%
10,900
+6
247
$1.19M 0.02%
2,172
-1,990
248
$1.16M 0.02%
13,722
+3,041
249
$1.12M 0.02%
5,066
+2,138
250
$1.12M 0.02%
14,250
+192
8 9
10
11 12