MFIM

Mesirow Financial Investment Management Portfolio holdings

AUM $4.87B
1-Year Est. Return 20.13%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.13B
AUM Growth
-$31.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
626
New
Increased
Reduced
Closed

Top Buys

1 +$32.1M
2 +$17.2M
3 +$16.3M
4
MSFT icon
Microsoft
MSFT
+$7.45M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.88M

Top Sells

1 +$111M
2 +$49.4M
3 +$31.1M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$27.5M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$20.2M

Sector Composition

1 Financials 16.09%
2 Technology 12.62%
3 Communication Services 4.86%
4 Industrials 4.43%
5 Healthcare 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$533K 0.01%
1,990
+45
352
$532K 0.01%
1,849
+672
353
$532K 0.01%
969
+5
354
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8,754
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355
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16,213
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356
$523K 0.01%
7,485
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357
$519K 0.01%
3,846
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358
$518K 0.01%
10,774
359
$514K 0.01%
1,606
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360
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7,611
-6,971
361
$511K 0.01%
9,478
+1,268
362
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1,005
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363
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1,320
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364
$506K 0.01%
12,091
365
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1,926
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1,691
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369
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9,791
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371
$476K 0.01%
4,155
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372
$473K 0.01%
9,069
-2,932
373
$458K 0.01%
9,108
+45
374
$458K 0.01%
1,857
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375
$457K 0.01%
5,430
+79