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
$5.16B
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
631
New
Increased
Reduced
Closed

Top Buys

1
+$109M
2
+$48.5M
3
+$38.5M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$29M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$21.6M

Top Sells

1
+$66.3M
2
+$33.1M
3
+$32.1M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$9.09M
5
IBM icon
IBM
IBM
+$5.75M

Sector Composition

1 Financials 16.27%
2 Technology 11.16%
3 Healthcare 4.6%
4 Industrials 4.44%
5 Communication Services 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.11M 0.02%
17,826
+8,944
252
$1.08M 0.02%
5,886
+309
253
$1.07M 0.02%
40,854
+49
254
$1.06M 0.02%
13,470
255
$1.05M 0.02%
+4,661
256
$1.05M 0.02%
7,138
-51
257
$1.04M 0.02%
14,582
+7,967
258
$1.04M 0.02%
10,604
+782
259
$1.02M 0.02%
3,906
+72
260
$1.02M 0.02%
4,272
-52
261
$987K 0.02%
14,057
+222
262
$983K 0.02%
10,818
+571
263
$973K 0.02%
14,907
-2,893
264
$935K 0.02%
676
-97
265
$929K 0.02%
8,306
-12
266
$902K 0.02%
25,843
-3,686
267
$902K 0.02%
3,549
-134
268
$882K 0.02%
7,330
269
$881K 0.02%
10,507
+364
270
$866K 0.02%
3,226
+200
271
$851K 0.02%
13,421
-698
272
$849K 0.02%
1,657
-243
273
$848K 0.02%
35,359
-1,066
274
$845K 0.02%
52,255
+38
275
$845K 0.02%
12,676
+6,347
9 10
11
12 13