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
$5.03B
AUM Growth
-$134M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
630
New
Increased
Reduced
Closed

Top Buys

1
+$79.6M
2
+$29.9M
3
+$22M
4
VUG icon
Vanguard Growth ETF
VUG
+$9.01M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$8.85M

Top Sells

1
+$68.3M
2
+$39.3M
3
+$33.2M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$24.5M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$22M

Sector Composition

1 Financials 15.14%
2 Technology 13.38%
3 Industrials 5.56%
4 Communication Services 5.14%
5 Healthcare 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$601K 0.01%
2,928
+235
327
$600K 0.01%
6,480
+117
328
$595K 0.01%
3,990
+2,744
329
$594K 0.01%
2,050
+50
330
$593K 0.01%
20,051
-1,659
331
$590K 0.01%
5,353
+15
332
$589K 0.01%
3,084
-55
333
$577K 0.01%
17,620
+4,523
334
$571K 0.01%
21,004
+10,506
335
$562K 0.01%
4,651
+42
336
$557K 0.01%
15,720
337
$541K 0.01%
4,296
-4,290
338
$540K 0.01%
72,474
339
$540K 0.01%
12,881
+168
340
$534K 0.01%
2,541
+25
341
$533K 0.01%
2,100
-2,372
342
$532K 0.01%
6,634
-5,266
343
$531K 0.01%
2,263
-908
344
$531K 0.01%
5,007
+366
345
$526K 0.01%
1,750
+988
346
$526K 0.01%
30,662
+215
347
$516K 0.01%
16,000
+229
348
$510K 0.01%
8,882
+34
349
$508K 0.01%
+3,027
350
$505K 0.01%
3,905
+2
12 13
14
15 16