MFIM

Mesirow Financial Investment Management Portfolio holdings

AUM $6.18B
1-Year Est. Return 18.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.59B
AUM Growth
+$461M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
565
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$10.9M
3
+$10.8M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$8.26M
5
MGC icon
Vanguard Mega Cap 300 Index ETF
MGC
+$5.25M

Top Sells

1
+$16.5M
2
+$4.02M
3
+$2.97M
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$2.56M
5
AVGO icon
Broadcom
AVGO
+$2.5M

Sector Composition

1 Financials 15.81%
2 Technology 13.06%
3 Communication Services 5.49%
4 Industrials 4.42%
5 Healthcare 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$495K 0.01%
4,590
-165
377
$490K 0.01%
5,558
+137
378
$487K 0.01%
2,755
+333
379
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1,975
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380
$478K 0.01%
996
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381
$473K 0.01%
9,347
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382
$468K 0.01%
7,227
-384
383
$466K 0.01%
1,937
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384
$459K 0.01%
6,174
385
$457K 0.01%
11,146
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386
$456K 0.01%
5,421
-434
387
$454K 0.01%
4,390
+235
388
$446K 0.01%
49,641
+104
389
$444K 0.01%
9,069
390
$444K 0.01%
+1,880
391
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5,276
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393
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394
$433K 0.01%
11,038
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395
$420K 0.01%
2,492
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396
$418K 0.01%
3,600
-168
397
$414K 0.01%
12,860
+2,503
398
$410K 0.01%
3,496
+42
399
$409K 0.01%
19,781
400
$405K 0.01%
642
-327
14 15
16
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