MFIM

Mesirow Financial Investment Management Portfolio holdings

AUM $4.87B
1-Year Est. Return 20.13%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.13B
AUM Growth
-$31.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
626
New
Increased
Reduced
Closed

Top Buys

1 +$32.1M
2 +$17.2M
3 +$16.3M
4
MSFT icon
Microsoft
MSFT
+$7.45M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.88M

Top Sells

1 +$111M
2 +$49.4M
3 +$31.1M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$27.5M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$20.2M

Sector Composition

1 Financials 16.09%
2 Technology 12.62%
3 Communication Services 4.86%
4 Industrials 4.43%
5 Healthcare 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$848K 0.02%
3,603
+1,351
277
$847K 0.02%
8,057
-249
278
$846K 0.02%
1,691
+34
279
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11,570
-352
280
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4,859
-207
281
$832K 0.02%
59,940
282
$818K 0.02%
2,376
+157
283
$816K 0.02%
7,362
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$808K 0.02%
2,000
-115
285
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26,195
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286
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287
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288
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289
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2,374
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290
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291
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34,677
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293
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294
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36,382
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295
$751K 0.01%
15,695
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296
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-365
297
$733K 0.01%
34,996
-363
298
$723K 0.01%
3,520
+1,745
299
$720K 0.01%
5,840
+156
300
$719K 0.01%
74,017
+49,662