MFIM

Mesirow Financial Investment Management Portfolio holdings

AUM $6.18B
1-Year Est. Return 18.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.59B
AUM Growth
+$461M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
565
New
Increased
Reduced
Closed

Top Buys

1 +$17.1M
2 +$10.9M
3 +$10.8M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$8.26M
5
MGC icon
Vanguard Mega Cap 300 Index ETF
MGC
+$5.25M

Top Sells

1 +$16.5M
2 +$4.02M
3 +$2.97M
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$2.56M
5
AVGO icon
Broadcom
AVGO
+$2.5M

Sector Composition

1 Financials 15.81%
2 Technology 13.06%
3 Communication Services 5.49%
4 Industrials 4.42%
5 Healthcare 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$1.13M 0.02%
1,048
+42
252
$1.11M 0.02%
10,994
+1,042
253
$1.1M 0.02%
1,951
-352
254
$1.1M 0.02%
7,065
-35
255
$1.09M 0.02%
46,583
+27,846
256
$1.09M 0.02%
1,125
+331
257
$1.09M 0.02%
13,395
258
$1.08M 0.02%
8,600
259
$1.05M 0.02%
15,546
260
$1.05M 0.02%
5,154
+44
261
$1.04M 0.02%
12,506
+247
262
$1.03M 0.02%
7,144
-265
263
$1.03M 0.02%
11,830
+19
264
$1.02M 0.02%
13,740
+850
265
$1.02M 0.02%
11,339
-2,177
266
$1.01M 0.02%
6,063
+223
267
$1.01M 0.02%
52,333
+37
268
$995K 0.02%
7,347
-2
269
$961K 0.02%
14,017
+175
270
$950K 0.02%
3,461
-10
271
$949K 0.02%
40,764
-1
272
$937K 0.02%
2,817
+1
273
$926K 0.02%
1,518
-173
274
$912K 0.02%
1,334
-53
275
$898K 0.02%
7,840
-217