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
$5.03B
AUM Growth
-$134M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
630
New
Increased
Reduced
Closed

Top Buys

1
+$79.6M
2
+$29.9M
3
+$22M
4
VUG icon
Vanguard Growth ETF
VUG
+$9.01M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$8.85M

Top Sells

1
+$68.3M
2
+$39.3M
3
+$33.2M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$24.5M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$22M

Sector Composition

1 Financials 15.14%
2 Technology 13.38%
3 Industrials 5.56%
4 Communication Services 5.14%
5 Healthcare 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$740K 0.01%
15,611
+62
302
$737K 0.01%
8,403
+16
303
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6,013
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304
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305
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12,903
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306
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19,164
307
$683K 0.01%
2,473
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308
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309
$671K 0.01%
36,683
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310
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311
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312
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313
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1,246
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314
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29,159
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315
$646K 0.01%
6,992
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316
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317
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19,650
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12,094
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4,511
320
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5,119
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321
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14,220
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322
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20,278
+10,040
323
$606K 0.01%
15,912
+266
324
$606K 0.01%
16,008
-740
325
$602K 0.01%
16,631
11 12
13
14 15