MFIM

Mesirow Financial Investment Management Portfolio holdings

AUM $6.18B
1-Year Est. Return 18.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.59B
AUM Growth
+$461M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
565
New
Increased
Reduced
Closed

Top Buys

1 +$17.1M
2 +$10.9M
3 +$10.8M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$8.26M
5
MGC icon
Vanguard Mega Cap 300 Index ETF
MGC
+$5.25M

Top Sells

1 +$16.5M
2 +$4.02M
3 +$2.97M
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$2.56M
5
AVGO icon
Broadcom
AVGO
+$2.5M

Sector Composition

1 Financials 15.81%
2 Technology 13.06%
3 Communication Services 5.49%
4 Industrials 4.42%
5 Healthcare 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$1.52M 0.03%
12,289
+12
227
$1.51M 0.03%
20,017
-143
228
$1.48M 0.03%
4,277
+65
229
$1.45M 0.03%
54,243
230
$1.44M 0.03%
21,324
-4,033
231
$1.43M 0.03%
3,825
-544
232
$1.42M 0.03%
11,998
+1,180
233
$1.4M 0.03%
9,234
+1,457
234
$1.37M 0.02%
21,905
-3,276
235
$1.36M 0.02%
9,845
+1
236
$1.36M 0.02%
9,547
-82
237
$1.35M 0.02%
11,273
+363
238
$1.34M 0.02%
17,044
+2,623
239
$1.34M 0.02%
6,399
-2,462
240
$1.31M 0.02%
29,088
-918
241
$1.28M 0.02%
13,495
-381
242
$1.27M 0.02%
4,003
+66
243
$1.21M 0.02%
36,792
+410
244
$1.18M 0.02%
32,543
+1,953
245
$1.17M 0.02%
16,435
+226
246
$1.16M 0.02%
6,360
+92
247
$1.15M 0.02%
10,569
-358
248
$1.15M 0.02%
1,770
-993
249
$1.15M 0.02%
4,672
250
$1.15M 0.02%
4,398
+4