MFIM

Mesirow Financial Investment Management Portfolio holdings

AUM $5.13B
1-Year Est. Return 15.81%
This Quarter Est. Return
1 Year Est. Return
+15.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.4B
AUM Growth
+$1.66B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
621
New
Increased
Reduced
Closed

Top Buys

1
+$138M
2
+$33.4M
3
+$28.3M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$24.3M
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$22.7M

Top Sells

1
+$21M
2
+$2.45M
3
+$2.24M
4
FITB icon
Fifth Third Bancorp
FITB
+$1.98M
5
WK icon
Workiva
WK
+$1.8M

Sector Composition

1 Financials 15.25%
2 Technology 11.94%
3 Healthcare 5.92%
4 Industrials 5.51%
5 Communication Services 4.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$839K 0.02%
15,428
+1,902
277
$827K 0.02%
4,584
+31
278
$816K 0.02%
32,074
+414
279
$809K 0.02%
5,475
-68
280
$807K 0.02%
13,884
+809
281
$807K 0.02%
8,656
+1,478
282
$798K 0.02%
3,448
+56
283
$790K 0.02%
3,100
+152
284
$781K 0.02%
13,324
+1,977
285
$773K 0.02%
+9,517
286
$772K 0.02%
15,544
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287
$772K 0.02%
35,954
+3,872
288
$769K 0.02%
11,709
+3,474
289
$769K 0.02%
16,204
-1,060
290
$768K 0.02%
8,600
291
$765K 0.02%
6,210
292
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9,936
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293
$725K 0.02%
2,800
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294
$721K 0.02%
2,069
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295
$720K 0.02%
3,189
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296
$715K 0.02%
16,732
-8,765
297
$714K 0.02%
16,663
+459
298
$705K 0.02%
10,407
+1,230
299
$698K 0.02%
2,580
+45
300
$693K 0.02%
4,092
+1,101
10 11
12
13 14