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
$5.16B
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
631
New
Increased
Reduced
Closed

Top Buys

1
+$109M
2
+$48.5M
3
+$38.5M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$29M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$21.6M

Top Sells

1
+$66.3M
2
+$33.1M
3
+$32.1M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$9.09M
5
IBM icon
IBM
IBM
+$5.75M

Sector Composition

1 Financials 16.27%
2 Technology 11.16%
3 Healthcare 4.6%
4 Industrials 4.44%
5 Communication Services 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$514K 0.01%
5,005
+354
352
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5,684
-1,905
353
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356
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6,160
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357
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358
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1,100
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359
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1,001
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361
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362
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364
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9,731
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365
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366
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367
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369
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1,415
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370
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72,474
371
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372
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8,588
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373
$440K 0.01%
5,351
+22
374
$434K 0.01%
49,434
-149,652
375
$428K 0.01%
2,836
+278
13 14
15
16 17