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
$4.44B
AUM Growth
+$44.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
544
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$4.44M
3
+$4.05M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.96M
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$3.62M

Top Sells

1
+$2.95M
2
+$2.56M
3
+$2.34M
4
GLD icon
SPDR Gold Trust
GLD
+$2.32M
5
CHD icon
Church & Dwight Co
CHD
+$2.08M

Sector Composition

1 Financials 14.63%
2 Technology 13.11%
3 Communication Services 5.5%
4 Healthcare 5.48%
5 Industrials 5.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$633K 0.01%
8,322
-184
302
$631K 0.01%
18,742
+1,066
303
$630K 0.01%
16,370
-293
304
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2,084
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305
$621K 0.01%
5,300
-254
306
$608K 0.01%
28,881
307
$604K 0.01%
5,811
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308
$602K 0.01%
9,137
309
$600K 0.01%
10,020
-324
310
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6,136
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311
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2,292
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312
$572K 0.01%
5,986
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313
$566K 0.01%
19,164
314
$565K 0.01%
2,513
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315
$563K 0.01%
15,720
316
$559K 0.01%
11,847
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317
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16,583
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45,479
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319
$547K 0.01%
1,224
-92
320
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+3,076
321
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9,470
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322
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2,184
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323
$514K 0.01%
16,631
324
$510K 0.01%
2,221
-3
325
$507K 0.01%
26,592
+43
11 12
13
14 15