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
$5.03B
AUM Growth
-$134M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
630
New
Increased
Reduced
Closed

Top Buys

1
+$79.6M
2
+$29.9M
3
+$22M
4
VUG icon
Vanguard Growth ETF
VUG
+$9.01M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$8.85M

Top Sells

1
+$68.3M
2
+$39.3M
3
+$33.2M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$24.5M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$22M

Sector Composition

1 Financials 15.14%
2 Technology 13.38%
3 Industrials 5.56%
4 Communication Services 5.14%
5 Healthcare 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$914K 0.02%
1,450
+415
277
$908K 0.02%
10,081
278
$901K 0.02%
10,247
-250
279
$892K 0.02%
1,900
+48
280
$881K 0.02%
13,819
+287
281
$879K 0.02%
8,318
+20
282
$875K 0.02%
8,600
283
$865K 0.02%
3,683
+267
284
$855K 0.02%
7,330
285
$823K 0.02%
2,850
+236
286
$820K 0.02%
6,245
-251
287
$816K 0.02%
15,378
+388
288
$795K 0.02%
2,761
+162
289
$785K 0.02%
2,840
-2
290
$779K 0.02%
10,143
-69
291
$779K 0.02%
12,817
+2,179
292
$778K 0.02%
36,425
+138
293
$775K 0.02%
3,170
+1,603
294
$769K 0.02%
13,391
+73
295
$759K 0.02%
13,428
296
$752K 0.01%
9,940
+382
297
$749K 0.01%
2,196
+26
298
$748K 0.01%
11,414
+796
299
$745K 0.01%
25,530
+1,300
300
$745K 0.01%
3,026
+1,700
10 11
12
13 14