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
$5.03B
AUM Growth
-$134M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
630
New
Increased
Reduced
Closed

Top Buys

1
+$79.6M
2
+$29.9M
3
+$22M
4
VUG icon
Vanguard Growth ETF
VUG
+$9.01M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$8.85M

Top Sells

1
+$68.3M
2
+$39.3M
3
+$33.2M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$24.5M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$22M

Sector Composition

1 Financials 15.14%
2 Technology 13.38%
3 Industrials 5.56%
4 Communication Services 5.14%
5 Healthcare 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$500K 0.01%
10,248
-6,932
352
$498K 0.01%
6,203
353
$497K 0.01%
+2,364
354
$495K 0.01%
959
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355
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1,918
-1,916
356
$492K 0.01%
7,476
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357
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12,091
358
$486K 0.01%
1,087
-22
359
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1,539
360
$486K 0.01%
1,258
-1,768
361
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61,008
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362
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363
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12,644
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364
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6,615
+128
365
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30,510
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366
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368
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369
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5,372
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370
$456K 0.01%
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371
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2,394
-2,372
372
$452K 0.01%
4,054
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373
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5,329
-41
374
$450K 0.01%
5,084
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375
$450K 0.01%
476
-18
13 14
15
16 17