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
$5.17B
AUM Growth
+$727M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
616
New
Increased
Reduced
Closed

Top Buys

1
+$70.8M
2
+$48.4M
3
+$35.5M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$33.9M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$26.9M

Top Sells

1
+$20.3M
2
+$7.12M
3
+$5.14M
4
BP icon
BP
BP
+$5M
5
MCD icon
McDonald's
MCD
+$4.65M

Sector Composition

1 Financials 14.15%
2 Technology 12.01%
3 Healthcare 5.28%
4 Industrials 4.97%
5 Communication Services 4.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.14M 0.02%
10,984
+325
252
$1.12M 0.02%
3,026
+1,513
253
$1.11M 0.02%
41,215
+8,095
254
$1.11M 0.02%
13,845
255
$1.1M 0.02%
773
-5
256
$1.1M 0.02%
7,330
-26
257
$1.1M 0.02%
46,904
-94,020
258
$1.1M 0.02%
8,586
+4,297
259
$1.09M 0.02%
4,472
+2,251
260
$1.09M 0.02%
2,199
+29
261
$1.08M 0.02%
10,358
+2,019
262
$1.07M 0.02%
3,875
263
$1.07M 0.02%
17,180
-692
264
$1.07M 0.02%
4,177
+1,101
265
$1.06M 0.02%
13,123
+38
266
$1.05M 0.02%
8,298
+4,233
267
$1.04M 0.02%
7,588
-276
268
$1.04M 0.02%
4,173
+210
269
$999K 0.02%
13,532
+148
270
$997K 0.02%
11,900
+6,259
271
$996K 0.02%
10,081
272
$990K 0.02%
21,984
+10,413
273
$978K 0.02%
1,852
+135
274
$960K 0.02%
3,834
+1,919
275
$945K 0.02%
12,007
+2,333
9 10
11
12 13