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
$5.16B
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
631
New
Increased
Reduced
Closed

Top Buys

1
+$109M
2
+$48.5M
3
+$38.5M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$29M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$21.6M

Top Sells

1
+$66.3M
2
+$33.1M
3
+$32.1M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$9.09M
5
IBM icon
IBM
IBM
+$5.75M

Sector Composition

1 Financials 16.27%
2 Technology 11.16%
3 Healthcare 4.6%
4 Industrials 4.44%
5 Communication Services 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$601K 0.01%
8,421
+18
327
$598K 0.01%
3,507
+2,021
328
$592K 0.01%
9,080
-8,850
329
$586K 0.01%
3,000
+1,730
330
$583K 0.01%
15,720
331
$582K 0.01%
11,567
+7,529
332
$582K 0.01%
4,974
-3,299
333
$577K 0.01%
+14,728
334
$576K 0.01%
9,820
+4,505
335
$559K 0.01%
3,828
-683
336
$550K 0.01%
5,365
+12
337
$548K 0.01%
4,432
-4,614
338
$548K 0.01%
2,617
+76
339
$548K 0.01%
6,490
-3,450
340
$543K 0.01%
+1,572
341
$538K 0.01%
2,273
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342
$531K 0.01%
5,570
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343
$529K 0.01%
13,397
+516
344
$525K 0.01%
12,091
345
$523K 0.01%
10,774
+526
346
$522K 0.01%
43,732
+700
347
$521K 0.01%
4,673
-100
348
$516K 0.01%
7,695
-7,000
349
$515K 0.01%
1,945
-1,945
350
$514K 0.01%
2,103
+3
12 13
14
15 16