MFIM

Mesirow Financial Investment Management Portfolio holdings

AUM $5.13B
1-Year Est. Return 15.81%
This Quarter Est. Return
1 Year Est. Return
+15.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.4B
AUM Growth
+$1.66B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
621
New
Increased
Reduced
Closed

Top Buys

1
+$138M
2
+$33.4M
3
+$28.3M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$24.3M
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$22.7M

Top Sells

1
+$21M
2
+$2.45M
3
+$2.24M
4
FITB icon
Fifth Third Bancorp
FITB
+$1.98M
5
WK icon
Workiva
WK
+$1.8M

Sector Composition

1 Financials 15.25%
2 Technology 11.94%
3 Healthcare 5.92%
4 Industrials 5.51%
5 Communication Services 4.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.01M 0.02%
17,421
+1,384
252
$998K 0.02%
+3,831
253
$981K 0.02%
3,404
-4,299
254
$969K 0.02%
13,847
+1,268
255
$958K 0.02%
+778
256
$957K 0.02%
10,081
+300
257
$951K 0.02%
1,987
+96
258
$943K 0.02%
70,983
+18,581
259
$935K 0.02%
16,206
+2,207
260
$932K 0.02%
2,232
+904
261
$920K 0.02%
2,593
+282
262
$917K 0.02%
11,917
+6,509
263
$905K 0.02%
9,962
+618
264
$903K 0.02%
1,389
+119
265
$896K 0.02%
2,466
+111
266
$890K 0.02%
12,410
+710
267
$881K 0.02%
17,412
-390
268
$881K 0.02%
9,356
+3,238
269
$877K 0.02%
39,583
+161
270
$876K 0.02%
12,138
+1,414
271
$875K 0.02%
9,867
+1,445
272
$874K 0.02%
+10,156
273
$858K 0.02%
4,026
+1,604
274
$858K 0.02%
883
-6
275
$853K 0.02%
52,104
+39
9 10
11
12 13