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
$5.17B
AUM Growth
+$727M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
616
New
Increased
Reduced
Closed

Top Buys

1
+$70.8M
2
+$48.4M
3
+$35.5M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$33.9M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$26.9M

Top Sells

1
+$20.3M
2
+$7.12M
3
+$5.14M
4
BP icon
BP
BP
+$5M
5
MCD icon
McDonald's
MCD
+$4.65M

Sector Composition

1 Financials 14.15%
2 Technology 12.01%
3 Healthcare 5.28%
4 Industrials 4.97%
5 Communication Services 4.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$931K 0.02%
20,357
-6,021
277
$922K 0.02%
1,483
+197
278
$916K 0.02%
+14,466
279
$905K 0.02%
52,180
+39
280
$879K 0.02%
17,822
+8,317
281
$877K 0.02%
6,496
+287
282
$874K 0.02%
3,416
+24
283
$868K 0.02%
4,766
+2,595
284
$866K 0.02%
2,497
+139
285
$849K 0.02%
8,600
286
$839K 0.02%
36,287
-404
287
$839K 0.02%
13,318
-39
288
$831K 0.02%
2,170
+86
289
$827K 0.02%
10,618
+652
290
$819K 0.02%
2,842
+550
291
$805K 0.02%
7,761
+2,014
292
$802K 0.02%
1,035
+72
293
$799K 0.02%
13,428
-48
294
$790K 0.02%
13,738
+72
295
$788K 0.02%
3,171
+212
296
$781K 0.02%
15,646
+279
297
$775K 0.02%
14,869
298
$770K 0.01%
24,230
+1,797
299
$756K 0.01%
4,609
+6
300
$756K 0.01%
5,033
-355
10 11
12
13 14