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
376
$408K 0.01%
+2,481
377
$407K 0.01%
+3,821
378
$406K 0.01%
6,302
+8
379
$406K 0.01%
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+7,726
380
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4,286
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381
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2,270
+205
382
$396K 0.01%
7,895
-1,345
383
$396K 0.01%
+6,950
384
$389K 0.01%
1,996
+2
385
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10,250
-6,000
386
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1,403
-18
387
$382K 0.01%
9,358
+2,744
388
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27,176
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389
$378K 0.01%
1,442
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390
$377K 0.01%
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391
$377K 0.01%
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392
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393
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394
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395
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7,247
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396
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+18,616
397
$362K 0.01%
+651
398
$361K 0.01%
2,197
+322
399
$359K 0.01%
2,716
+726
400
$358K 0.01%
9,101
14 15
16
17 18