MFIM

Mesirow Financial Investment Management Portfolio holdings

AUM $6.18B
1-Year Est. Return 18.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.59B
AUM Growth
+$461M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
565
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$10.9M
3
+$10.8M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$8.26M
5
MGC icon
Vanguard Mega Cap 300 Index ETF
MGC
+$5.25M

Top Sells

1
+$16.5M
2
+$4.02M
3
+$2.97M
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$2.56M
5
AVGO icon
Broadcom
AVGO
+$2.5M

Sector Composition

1 Financials 15.81%
2 Technology 13.06%
3 Communication Services 5.49%
4 Industrials 4.42%
5 Healthcare 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$666K 0.01%
34,105
-542
327
$661K 0.01%
6,374
-57
328
$656K 0.01%
7,782
+171
329
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28,844
-178
330
$648K 0.01%
18,496
+1
331
$648K 0.01%
12,857
+62
332
$645K 0.01%
19,164
333
$644K 0.01%
5,114
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334
$641K 0.01%
9,017
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335
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3,800
336
$638K 0.01%
1,539
337
$637K 0.01%
+4,287
338
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7,496
+16
339
$633K 0.01%
3,445
-75
340
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3,525
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341
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17,982
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342
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17,923
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344
$617K 0.01%
15,720
345
$605K 0.01%
126,200
+50,000
346
$602K 0.01%
10,804
+30
347
$602K 0.01%
13,471
+56
348
$602K 0.01%
10,228
+276
349
$598K 0.01%
2,922
+444
350
$598K 0.01%
1,943
+17
12 13
14
15 16