MFIM

Mesirow Financial Investment Management Portfolio holdings

AUM $4.87B
1-Year Est. Return 20.13%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.13B
AUM Growth
-$31.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
626
New
Increased
Reduced
Closed

Top Buys

1
+$32.1M
2
+$17.2M
3
+$16.3M
4
MSFT icon
Microsoft
MSFT
+$7.45M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.88M

Top Sells

1
+$111M
2
+$49.4M
3
+$31.1M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$27.5M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$20.2M

Sector Composition

1 Financials 16.09%
2 Technology 12.62%
3 Communication Services 4.86%
4 Industrials 4.43%
5 Healthcare 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$714K 0.01%
10,343
-1,681
302
$707K 0.01%
8,113
-125,022
303
$701K 0.01%
5,006
+1
304
$701K 0.01%
17,160
+852
305
$701K 0.01%
5,303
-5,287
306
$692K 0.01%
36,782
+18
307
$691K 0.01%
6,431
+75
308
$690K 0.01%
19,164
309
$688K 0.01%
6,947
+116
310
$687K 0.01%
10,936
-15,096
311
$679K 0.01%
5,127
+26
312
$663K 0.01%
12,795
+10
313
$663K 0.01%
4,670
-335
314
$658K 0.01%
14,285
-35
315
$656K 0.01%
24,790
-1,053
316
$653K 0.01%
29,022
317
$647K 0.01%
2,579
-38
318
$645K 0.01%
4,031
-935
319
$645K 0.01%
8,512
+7
320
$642K 0.01%
8,472
+51
321
$639K 0.01%
16,631
322
$638K 0.01%
16,626
-88
323
$637K 0.01%
794
+216
324
$636K 0.01%
22,170
-1,694
325
$633K 0.01%
15,720
11 12
13
14 15