MFIM

Mesirow Financial Investment Management Portfolio holdings

AUM $4.87B
1-Year Est. Return 20.13%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.13B
AUM Growth
-$31.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
626
New
Increased
Reduced
Closed

Top Buys

1
+$32.1M
2
+$17.2M
3
+$16.3M
4
MSFT icon
Microsoft
MSFT
+$7.45M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.88M

Top Sells

1
+$111M
2
+$49.4M
3
+$31.1M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$27.5M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$20.2M

Sector Composition

1 Financials 16.09%
2 Technology 12.62%
3 Communication Services 4.86%
4 Industrials 4.43%
5 Healthcare 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.08M 0.02%
7,777
+1,520
252
$1.08M 0.02%
7,100
-38
253
$1.08M 0.02%
13,395
-75
254
$1.07M 0.02%
10,910
+1
255
$1.06M 0.02%
14,500
+1,079
256
$1.06M 0.02%
30,590
+4,157
257
$1.05M 0.02%
14,126
-781
258
$1.05M 0.02%
5,110
+1,603
259
$1.02M 0.02%
12,890
-1,167
260
$1.02M 0.02%
668
-8
261
$1.01M 0.02%
8,600
262
$999K 0.02%
9,952
-948
263
$995K 0.02%
10,927
+420
264
$987K 0.02%
15,546
+3,352
265
$985K 0.02%
13,842
+120
266
$970K 0.02%
11,811
-11,811
267
$954K 0.02%
52,296
+41
268
$953K 0.02%
5,855
-31
269
$952K 0.02%
7,349
+19
270
$937K 0.02%
3,471
-78
271
$906K 0.02%
2,978
-248
272
$902K 0.02%
1,006
-230
273
$901K 0.02%
40,765
+5,613
274
$857K 0.02%
2,816
-2,474
275
$854K 0.02%
6,268
-222
9 10
11
12 13