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
$5.03B
AUM Growth
-$134M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
630
New
Increased
Reduced
Closed

Top Buys

1
+$79.6M
2
+$29.9M
3
+$22M
4
VUG icon
Vanguard Growth ETF
VUG
+$9.01M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$8.85M

Top Sells

1
+$68.3M
2
+$39.3M
3
+$33.2M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$24.5M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$22M

Sector Composition

1 Financials 15.14%
2 Technology 13.38%
3 Industrials 5.56%
4 Communication Services 5.14%
5 Healthcare 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.12M 0.02%
4,265
-165
252
$1.11M 0.02%
8,273
+31
253
$1.11M 0.02%
100,423
254
$1.09M 0.02%
14,058
+2,051
255
$1.08M 0.02%
16,780
+2,314
256
$1.06M 0.02%
13,470
-375
257
$1.04M 0.02%
12,089
+479
258
$1.03M 0.02%
9,822
-8,204
259
$1.02M 0.02%
119,880
+59,940
260
$1.02M 0.02%
31,852
-2
261
$1.01M 0.02%
40,805
-410
262
$1M 0.02%
13,835
-1,172
263
$989K 0.02%
9,046
+4,524
264
$985K 0.02%
13,750
-13,750
265
$982K 0.02%
10,681
-386
266
$980K 0.02%
773
267
$972K 0.02%
10,894
-90
268
$964K 0.02%
14,119
+996
269
$963K 0.02%
13,359
-750
270
$938K 0.02%
14,695
+7,955
271
$937K 0.02%
3,890
+1,947
272
$932K 0.02%
19,494
+10,994
273
$928K 0.02%
7,189
-399
274
$925K 0.02%
52,217
+37
275
$919K 0.02%
11,811
-12,071
9 10
11
12 13