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
$4.44B
AUM Growth
+$44.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
544
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$4.44M
3
+$4.05M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.96M
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$3.62M

Top Sells

1
+$2.95M
2
+$2.56M
3
+$2.34M
4
GLD icon
SPDR Gold Trust
GLD
+$2.32M
5
CHD icon
Church & Dwight Co
CHD
+$2.08M

Sector Composition

1 Financials 14.63%
2 Technology 13.11%
3 Communication Services 5.5%
4 Healthcare 5.48%
5 Industrials 5.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$778K 0.02%
9,966
-441
277
$756K 0.02%
5,747
+2,574
278
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5,388
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279
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-1
280
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281
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1,717
-270
282
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15,367
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283
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4,603
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284
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-262
285
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59,187
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286
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15,506
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287
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4,288
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288
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13,666
-1,762
289
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14,869
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290
$691K 0.02%
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291
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293
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294
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2,557
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295
$668K 0.02%
36,691
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296
$666K 0.02%
22,433
+6,209
297
$657K 0.01%
4,505
-2
298
$656K 0.01%
10,631
+96
299
$645K 0.01%
29,229
-10,354
300
$636K 0.01%
2,959
-141
10 11
12
13 14