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
$4.44B
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
376
$366K 0.01%
7,270
+23
377
$364K 0.01%
27,287
+111
378
$360K 0.01%
2,853
-593
379
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59,940
380
$359K 0.01%
2,033
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381
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473
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382
$358K 0.01%
18,614
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383
$357K 0.01%
11,571
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384
$352K 0.01%
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385
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386
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2,469
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387
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388
$336K 0.01%
2,434
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389
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11,651
+326
390
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8,782
-1,552
391
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2,384
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883
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2,138
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1,451
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396
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3,201
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33,142
+12,105
398
$322K 0.01%
1,832
-1
399
$316K 0.01%
4,485
-225
400
$314K 0.01%
29,524
+14,015