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
$4.44B
AUM Growth
+$44.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
544
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$4.44M
3
+$4.05M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.96M
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$3.62M

Top Sells

1
+$2.95M
2
+$2.56M
3
+$2.34M
4
GLD icon
SPDR Gold Trust
GLD
+$2.32M
5
CHD icon
Church & Dwight Co
CHD
+$2.08M

Sector Composition

1 Financials 14.63%
2 Technology 13.11%
3 Communication Services 5.5%
4 Healthcare 5.48%
5 Industrials 5.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$974K 0.02%
12,553
+143
252
$970K 0.02%
16,326
-1,286
253
$966K 0.02%
11,067
254
$959K 0.02%
3,963
-197
255
$959K 0.02%
3,875
+44
256
$953K 0.02%
10,659
+697
257
$952K 0.02%
17,952
-1,476
258
$935K 0.02%
10,081
259
$928K 0.02%
3,114
-290
260
$879K 0.02%
17,548
+136
261
$878K 0.02%
52,141
+37
262
$870K 0.02%
8,995
+339
263
$869K 0.02%
11,940
-198
264
$847K 0.02%
13,384
-463
265
$847K 0.02%
1,286
-103
266
$842K 0.02%
33,120
+1,046
267
$826K 0.02%
13,085
-799
268
$812K 0.02%
8,600
269
$811K 0.02%
8,339
-1,017
270
$811K 0.02%
3,392
-56
271
$804K 0.02%
7,864
-2,003
272
$794K 0.02%
+963
273
$786K 0.02%
14,556
-1,650
274
$783K 0.02%
13,357
+33
275
$780K 0.02%
2,358
-108
9 10
11
12 13