MFIM

Mesirow Financial Investment Management Portfolio holdings

AUM $5.13B
1-Year Est. Return 15.81%
This Quarter Est. Return
1 Year Est. Return
+15.81%
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
+$138M
2
+$33.4M
3
+$28.3M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$24.3M
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$22.7M

Top Sells

1
+$21M
2
+$2.45M
3
+$2.24M
4
FITB icon
Fifth Third Bancorp
FITB
+$1.98M
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
$535K 0.01%
9,479
+12
330
$534K 0.01%
+2,505
331
$528K 0.01%
8,841
+74
332
$526K 0.01%
4,035
-20
333
$524K 0.01%
2,224
+3
334
$523K 0.01%
26,549
+41
335
$518K 0.01%
4,129
+1,209
336
$517K 0.01%
7,053
-1,340
337
$512K 0.01%
3,446
+245
338
$511K 0.01%
16,631
339
$498K 0.01%
2,279
+26
340
$493K 0.01%
2,493
+662
341
$490K 0.01%
16,224
-11
342
$486K 0.01%
5,082
-9,254
343
$483K 0.01%
+5,755
344
$474K 0.01%
1,735
345
$472K 0.01%
7,096
+3
346
$470K 0.01%
4,193
+517
347
$470K 0.01%
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