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
$5.17B
AUM Growth
+$727M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
616
New
Increased
Reduced
Closed

Top Buys

1
+$70.8M
2
+$48.4M
3
+$35.5M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$33.9M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$26.9M

Top Sells

1
+$20.3M
2
+$7.12M
3
+$5.14M
4
BP icon
BP
BP
+$5M
5
MCD icon
McDonald's
MCD
+$4.65M

Sector Composition

1 Financials 14.15%
2 Technology 12.01%
3 Healthcare 5.28%
4 Industrials 4.97%
5 Communication Services 4.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$749K 0.01%
15,549
+43
302
$743K 0.01%
2,822
+1,586
303
$738K 0.01%
2,599
+42
304
$735K 0.01%
36,637
+10,045
305
$734K 0.01%
10,212
+192
306
$729K 0.01%
14,510
+7,240
307
$723K 0.01%
2,614
+2
308
$720K 0.01%
10,638
+7
309
$712K 0.01%
2,912
+1,461
310
$709K 0.01%
19,164
311
$709K 0.01%
79,108
+33,629
312
$701K 0.01%
8,387
+65
313
$698K 0.01%
1,351
+127
314
$695K 0.01%
4,511
+6
315
$693K 0.01%
+24,908
316
$691K 0.01%
8,850
-671
317
$684K 0.01%
5,647
+347
318
$683K 0.01%
6,203
+1
319
$682K 0.01%
16,693
+323
320
$681K 0.01%
21,710
-159,423
321
$676K 0.01%
16,748
-3,012
322
$673K 0.01%
6,016
+30
323
$668K 0.01%
29,500
+271
324
$663K 0.01%
5,166
+1,454
325
$663K 0.01%
+5,210
11 12
13
14 15