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
$4.4B
AUM Growth
+$1.66B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
621
New
Increased
Reduced
Closed

Top Buys

1
+$129M
2
+$31.7M
3
+$27.1M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$23.1M
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$21.7M

Top Sells

1
+$20.4M
2
+$2.45M
3
+$1.96M
4
FITB
Fifth Third Bancorp
FITB
+$1.86M
5
WK icon
Workiva
WK
+$1.8M

Sector Composition

1 Financials 15.25%
2 Technology 11.94%
3 Healthcare 5.92%
4 Industrials 5.51%
5 Communication Services 4.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$560K 0.01%
1,316
+85
327
$543K 0.01%
6,411
+205
328
$536K 0.01%
9,786
+659
329
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9,479
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330
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+2,505
331
$528K 0.01%
8,841
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332
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4,035
-20
333
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2,224
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334
$523K 0.01%
26,549
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335
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4,129
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336
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7,053
-1,340
337
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3,446
+245
338
$511K 0.01%
16,631
339
$498K 0.01%
2,279
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340
$493K 0.01%
2,493
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341
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16,224
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342
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343
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344
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1,735
345
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7,096
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346
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4,193
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347
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12,216
348
$467K 0.01%
4,528
+9
349
$466K 0.01%
4,820
+959
350
$464K 0.01%
4,665
-5,730
12 13
14
15 16