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
$5.16B
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
631
New
Increased
Reduced
Closed

Top Buys

1
+$109M
2
+$48.5M
3
+$38.5M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$29M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$21.6M

Top Sells

1
+$66.3M
2
+$33.1M
3
+$32.1M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$9.09M
5
IBM icon
IBM
IBM
+$5.75M

Sector Composition

1 Financials 16.27%
2 Technology 11.16%
3 Healthcare 4.6%
4 Industrials 4.44%
5 Communication Services 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$708K 0.01%
6,257
+538
302
$706K 0.01%
2,763
+2
303
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5,101
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304
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6,831
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305
$698K 0.01%
8,612
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306
$695K 0.01%
35,152
+11,287
307
$688K 0.01%
19,164
308
$686K 0.01%
35,282
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309
$680K 0.01%
20,124
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310
$675K 0.01%
5,005
-29
311
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10,446
-9,048
312
$662K 0.01%
12,001
-1,427
313
$655K 0.01%
17,522
-98
314
$652K 0.01%
16,631
315
$651K 0.01%
29,022
-137
316
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317
$647K 0.01%
16,714
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318
$643K 0.01%
16,308
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319
$638K 0.01%
8,505
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320
$634K 0.01%
7,858
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321
$633K 0.01%
30,662
322
$628K 0.01%
14,320
+100
323
$620K 0.01%
1,476
+871
324
$610K 0.01%
2,115
+65
325
$607K 0.01%
2,952
+1,402
11 12
13
14 15