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
$5.16B
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
631
New
Increased
Reduced
Closed

Top Buys

1
+$109M
2
+$48.5M
3
+$38.5M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$29M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$21.6M

Top Sells

1
+$66.3M
2
+$33.1M
3
+$32.1M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$9.09M
5
IBM icon
IBM
IBM
+$5.75M

Sector Composition

1 Financials 16.27%
2 Technology 11.16%
3 Healthcare 4.6%
4 Industrials 4.44%
5 Communication Services 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$841K 0.02%
1,236
-214
277
$835K 0.02%
12,024
-65
278
$833K 0.02%
7,434
+442
279
$830K 0.02%
36,555
-39,589
280
$828K 0.02%
1,348
-1,526
281
$826K 0.02%
8,600
282
$825K 0.02%
26,433
+903
283
$818K 0.02%
19,369
-21,733
284
$811K 0.02%
11,033
-381
285
$810K 0.02%
13,351
-40
286
$808K 0.02%
2,456
-17
287
$796K 0.02%
2,637
-203
288
$781K 0.02%
6,102
+3,051
289
$778K 0.02%
2,219
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290
$773K 0.02%
14,869
291
$764K 0.01%
12,785
-1,034
292
$758K 0.01%
928
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293
$757K 0.01%
11,922
-895
294
$757K 0.01%
1,377
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295
$747K 0.01%
36,764
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296
$746K 0.01%
23,864
-7,988
297
$745K 0.01%
15,644
+33
298
$738K 0.01%
1,453
+146
299
$719K 0.01%
12,194
+100
300
$710K 0.01%
6,356
+343
10 11
12
13 14