MFIM

Mesirow Financial Investment Management Portfolio holdings

AUM $4.87B
1-Year Est. Return 20.13%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.13B
AUM Growth
-$31.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
626
New
Increased
Reduced
Closed

Top Buys

1 +$32.1M
2 +$17.2M
3 +$16.3M
4
MSFT icon
Microsoft
MSFT
+$7.45M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.88M

Top Sells

1 +$111M
2 +$49.4M
3 +$31.1M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$27.5M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$20.2M

Sector Composition

1 Financials 16.09%
2 Technology 12.62%
3 Communication Services 4.86%
4 Industrials 4.43%
5 Healthcare 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$1.45M 0.03%
12,277
+25
227
$1.43M 0.03%
49,643
228
$1.43M 0.03%
17,796
-19,268
229
$1.42M 0.03%
54,243
+2,000
230
$1.4M 0.03%
20,160
-428
231
$1.4M 0.03%
+18,475
232
$1.39M 0.03%
30,006
-15,539
233
$1.39M 0.03%
47,286
+6,432
234
$1.36M 0.03%
18,275
+34
235
$1.34M 0.03%
29,684
+10,315
236
$1.29M 0.03%
4,212
-3,914
237
$1.28M 0.02%
9,629
+98
238
$1.27M 0.02%
13,876
+329
239
$1.27M 0.02%
9,844
-5,096
240
$1.25M 0.02%
7,409
-595
241
$1.24M 0.02%
12,259
-524
242
$1.22M 0.02%
3,937
+31
243
$1.21M 0.02%
2,303
-234
244
$1.21M 0.02%
13,516
+122
245
$1.2M 0.02%
4,394
+122
246
$1.19M 0.02%
10,818
+214
247
$1.13M 0.02%
14,421
+171
248
$1.09M 0.02%
1,387
+39
249
$1.09M 0.02%
16,209
+2,858
250
$1.09M 0.02%
4,672
+11