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
$4.44B
AUM Growth
+$44.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
544
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$4.44M
3
+$4.05M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.96M
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$3.62M

Top Sells

1
+$2.95M
2
+$2.56M
3
+$2.34M
4
GLD icon
SPDR Gold Trust
GLD
+$2.32M
5
CHD icon
Church & Dwight Co
CHD
+$2.08M

Sector Composition

1 Financials 14.63%
2 Technology 13.11%
3 Communication Services 5.5%
4 Healthcare 5.48%
5 Industrials 5.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$506K 0.01%
10,513
-815
327
$500K 0.01%
8,820
-21
328
$498K 0.01%
14,576
+26
329
$496K 0.01%
6,202
330
$492K 0.01%
14,696
-1,043
331
$484K 0.01%
473
-410
332
$481K 0.01%
11,323
+26
333
$479K 0.01%
6,983
-70
334
$477K 0.01%
1,915
+180
335
$474K 0.01%
4,454
-366
336
$471K 0.01%
1,153
-144
337
$469K 0.01%
5,082
338
$467K 0.01%
1,513
339
$465K 0.01%
27,879
-6,031
340
$464K 0.01%
3,132
-76
341
$461K 0.01%
9,505
+56
342
$461K 0.01%
7,099
+3
343
$459K 0.01%
+980
344
$459K 0.01%
12,091
-125
345
$457K 0.01%
4,065
+30
346
$455K 0.01%
4,520
-8
347
$451K 0.01%
5,641
+43
348
$449K 0.01%
80,547
349
$447K 0.01%
4,289
+3
350
$445K 0.01%
1,421
-259
12 13
14
15 16