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
$4.44B
AUM Growth
+$44.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
544
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$4.44M
3
+$4.05M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.96M
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$3.62M

Top Sells

1
+$2.95M
2
+$2.56M
3
+$2.34M
4
GLD icon
SPDR Gold Trust
GLD
+$2.32M
5
CHD icon
Church & Dwight Co
CHD
+$2.08M

Sector Composition

1 Financials 14.63%
2 Technology 13.11%
3 Communication Services 5.5%
4 Healthcare 5.48%
5 Industrials 5.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$445K 0.01%
8,500
352
$439K 0.01%
2,267
-12
353
$438K 0.01%
3,625
-504
354
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40,266
-1
355
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3,712
-481
356
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20,153
357
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6,310
+8
358
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359
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-164
360
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5,404
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361
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2,645
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362
$393K 0.01%
7,568
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363
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6,335
-683
364
$391K 0.01%
1,712
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365
$391K 0.01%
1,538
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366
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367
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369
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5,490
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370
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371
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3,450
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372
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2,186
-106
373
$367K 0.01%
12,000
374
$367K 0.01%
2,171
-99
375
$367K 0.01%
5,352
13 14
15
16 17