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
376
$427K 0.01%
5,372
377
$425K 0.01%
12,644
378
$423K 0.01%
8,210
+23
379
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+2,252
380
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5,733
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381
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689
-1
382
$417K 0.01%
7,666
383
$417K 0.01%
20,153
384
$417K 0.01%
2,508
+385
385
$413K 0.01%
4,186
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386
$412K 0.01%
3,800
387
$408K 0.01%
38,025
+1,747
388
$408K 0.01%
2,386
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389
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2,365
-29
390
$405K 0.01%
36,303
-3,927
391
$405K 0.01%
5,084
392
$402K 0.01%
6,516
-6,843
393
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1,925
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394
$399K 0.01%
14,546
395
$399K 0.01%
12,320
-7,330
396
$395K 0.01%
61,008
397
$393K 0.01%
13,237
398
$391K 0.01%
1,539
399
$390K 0.01%
49,643
-57,643
400
$385K 0.01%
873
14 15
16
17 18