MFIM

Mesirow Financial Investment Management Portfolio holdings

AUM $5.13B
1-Year Est. Return 15.81%
This Quarter Est. Return
1 Year Est. Return
+15.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.4B
AUM Growth
+$1.66B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
621
New
Increased
Reduced
Closed

Top Buys

1
+$138M
2
+$33.4M
3
+$28.3M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$24.3M
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$22.7M

Top Sells

1
+$21M
2
+$2.45M
3
+$2.24M
4
FITB icon
Fifth Third Bancorp
FITB
+$1.98M
5
WK icon
Workiva
WK
+$1.8M

Sector Composition

1 Financials 15.25%
2 Technology 11.94%
3 Healthcare 5.92%
4 Industrials 5.51%
5 Communication Services 4.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$456K 0.01%
1,513
352
$453K 0.01%
9,449
+453
353
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5,598
+28
354
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355
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357
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+1,917
358
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11,297
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359
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59,940
-175
360
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1,109
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361
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362
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521
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363
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7,506
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364
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3,184
+1,200
365
$421K 0.01%
4,633
+1,635
366
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367
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368
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4,030
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370
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10,492
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371
$412K 0.01%
20,153
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372
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72,474
+36,237
373
$410K 0.01%
7,540
+13
374
$410K 0.01%
271
+26
375
$410K 0.01%
2,985
13 14
15
16 17