MFIM

Mesirow Financial Investment Management Portfolio holdings

AUM $6.18B
1-Year Est. Return 18.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.59B
AUM Growth
+$461M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
565
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$10.9M
3
+$10.8M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$8.26M
5
MGC icon
Vanguard Mega Cap 300 Index ETF
MGC
+$5.25M

Top Sells

1
+$16.5M
2
+$4.02M
3
+$2.97M
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$2.56M
5
AVGO icon
Broadcom
AVGO
+$2.5M

Sector Composition

1 Financials 15.81%
2 Technology 13.06%
3 Communication Services 5.49%
4 Industrials 4.42%
5 Healthcare 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$892K 0.02%
1,278
+253
277
$888K 0.02%
11,570
278
$880K 0.02%
668
279
$873K 0.02%
4,887
+856
280
$872K 0.02%
13,010
-1,116
281
$870K 0.02%
1,800
-142
282
$863K 0.02%
2,698
+24
283
$862K 0.02%
25,683
-8,994
284
$851K 0.02%
3,704
+101
285
$850K 0.02%
8,929
+816
286
$841K 0.02%
32,270
+6,075
287
$838K 0.02%
13,704
-25
288
$832K 0.01%
36,285
+11,495
289
$829K 0.01%
3,103
+125
290
$817K 0.01%
7,364
+2
291
$803K 0.01%
4,963
+293
292
$803K 0.01%
2,311
-65
293
$801K 0.01%
2,623
+44
294
$800K 0.01%
13,404
-1,096
295
$789K 0.01%
3,846
+1,814
296
$788K 0.01%
+1,096
297
$785K 0.01%
5,624
+321
298
$782K 0.01%
8,715
299
$773K 0.01%
8,587
+115
300
$759K 0.01%
15,747
+52
10 11
12
13 14