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
$5.17B
AUM Growth
+$727M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
616
New
Increased
Reduced
Closed

Top Buys

1
+$70.8M
2
+$48.4M
3
+$35.5M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$33.9M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$26.9M

Top Sells

1
+$20.3M
2
+$7.12M
3
+$5.14M
4
BP icon
BP
BP
+$5M
5
MCD icon
McDonald's
MCD
+$4.65M

Sector Composition

1 Financials 14.15%
2 Technology 12.01%
3 Healthcare 5.28%
4 Industrials 4.97%
5 Communication Services 4.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$455K 0.01%
1,943
+630
377
$455K 0.01%
3,450
378
$454K 0.01%
8,160
+592
379
$453K 0.01%
543
+70
380
$452K 0.01%
10,769
-1,078
381
$451K 0.01%
6,320
+10
382
$445K 0.01%
2,202
+18
383
$444K 0.01%
3,051
+66
384
$440K 0.01%
4,052
+21
385
$439K 0.01%
494
+21
386
$439K 0.01%
+12,516
387
$438K 0.01%
+4,641
388
$436K 0.01%
9,175
+393
389
$436K 0.01%
+689
390
$424K 0.01%
+16,918
391
$416K 0.01%
20,153
392
$413K 0.01%
7,725
+394
393
$409K 0.01%
1,109
+122
394
$408K 0.01%
1,421
395
$401K 0.01%
12,046
-16
396
$393K 0.01%
33,834
+4,310
397
$393K 0.01%
2,189
-8
398
$392K 0.01%
+2,704
399
$391K 0.01%
59,940
400
$390K 0.01%
3,139
+1,459
14 15
16
17 18