MFIM

Mesirow Financial Investment Management Portfolio holdings

AUM $4.87B
1-Year Est. Return 20.13%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.13B
AUM Growth
-$31.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
626
New
Increased
Reduced
Closed

Top Buys

1 +$32.1M
2 +$17.2M
3 +$16.3M
4
MSFT icon
Microsoft
MSFT
+$7.45M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.88M

Top Sells

1 +$111M
2 +$49.4M
3 +$31.1M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$27.5M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$20.2M

Sector Composition

1 Financials 16.09%
2 Technology 12.62%
3 Communication Services 4.86%
4 Industrials 4.43%
5 Healthcare 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$618K 0.01%
4,017
-4,535
327
$607K 0.01%
9,921
-21,061
328
$602K 0.01%
+17,887
329
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+7,480
330
$598K 0.01%
2,103
331
$594K 0.01%
5,112
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332
$588K 0.01%
18,495
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333
$587K 0.01%
8,535
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334
$585K 0.01%
9,952
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335
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8,335
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336
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337
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338
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19,340
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6,305
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340
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345
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4,630
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346
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347
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2,327
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348
$553K 0.01%
3,840
-346
349
$535K 0.01%
2,916
+126
350
$533K 0.01%
72,474