MFIM

Mesirow Financial Investment Management Portfolio holdings

AUM $6.18B
1-Year Est. Return 18.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.59B
AUM Growth
+$461M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
565
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$10.9M
3
+$10.8M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$8.26M
5
MGC icon
Vanguard Mega Cap 300 Index ETF
MGC
+$5.25M

Top Sells

1
+$16.5M
2
+$4.02M
3
+$2.97M
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$2.56M
5
AVGO icon
Broadcom
AVGO
+$2.5M

Sector Composition

1 Financials 15.81%
2 Technology 13.06%
3 Communication Services 5.49%
4 Industrials 4.42%
5 Healthcare 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$759K 0.01%
5,633
-222
302
$752K 0.01%
2,664
-18
303
$749K 0.01%
59,940
304
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5,009
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305
$741K 0.01%
1,598
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306
$737K 0.01%
74,171
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307
$726K 0.01%
16,640
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308
$724K 0.01%
35,834
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309
$723K 0.01%
22,203
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310
$715K 0.01%
7,816
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311
$714K 0.01%
16,537
-89
312
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14,905
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313
$706K 0.01%
16,631
314
$705K 0.01%
3,825
-15
315
$705K 0.01%
2,347
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316
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9,152
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318
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4,960
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319
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11,040
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321
$686K 0.01%
18,503
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322
$684K 0.01%
2,374
323
$674K 0.01%
2,416
+426
324
$671K 0.01%
1,379
-63
325
$668K 0.01%
2,073
+73
11 12
13
14 15