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
$5.17B
AUM Growth
+$727M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
616
New
Increased
Reduced
Closed

Top Buys

1
+$70.8M
2
+$48.4M
3
+$35.5M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$33.9M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$26.9M

Top Sells

1
+$20.3M
2
+$7.12M
3
+$5.14M
4
BP icon
BP
BP
+$5M
5
MCD icon
McDonald's
MCD
+$4.65M

Sector Composition

1 Financials 14.15%
2 Technology 12.01%
3 Healthcare 5.28%
4 Industrials 4.97%
5 Communication Services 4.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$661K 0.01%
6,363
+227
327
$653K 0.01%
+21,015
328
$638K 0.01%
8,969
-168
329
$630K 0.01%
+13,968
330
$619K 0.01%
6,926
+3,521
331
$615K 0.01%
16,184
-399
332
$610K 0.01%
28,881
333
$609K 0.01%
+30,447
334
$602K 0.01%
8,848
+28
335
$599K 0.01%
2,516
+3
336
$598K 0.01%
15,720
337
$589K 0.01%
16,631
338
$589K 0.01%
3,777
+645
339
$586K 0.01%
29,475
+1,596
340
$581K 0.01%
5,338
-473
341
$578K 0.01%
6,891
-92
342
$576K 0.01%
6,429
+3,009
343
$567K 0.01%
5,254
+2,563
344
$561K 0.01%
53,119
-6,068
345
$560K 0.01%
+18,788
346
$557K 0.01%
8,522
+4,270
347
$552K 0.01%
40,994
+7,852
348
$551K 0.01%
7,805
+706
349
$546K 0.01%
1,143
+198
350
$545K 0.01%
15,771
+1,075
12 13
14
15 16