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
401
$358K 0.01%
5,357
+124
402
$357K 0.01%
2,292
-77
403
$355K 0.01%
5,728
+1,858
404
$354K 0.01%
4,710
+405
405
$354K 0.01%
+1,478
406
$353K 0.01%
1,809
+96
407
$353K 0.01%
+3,977
408
$351K 0.01%
+5,920
409
$350K 0.01%
5,550
+1,370
410
$349K 0.01%
+5,700
411
$346K 0.01%
8,500
+500
412
$341K 0.01%
+2,000
413
$337K 0.01%
3,765
-41
414
$335K 0.01%
2,141
+49
415
$330K 0.01%
2,554
+312
416
$329K 0.01%
4,438
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417
$322K 0.01%
5,550
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418
$317K 0.01%
7,051
419
$316K 0.01%
1,891
+135
420
$315K 0.01%
1,833
+37
421
$313K 0.01%
4,548
-378
422
$310K 0.01%
5,200
-700
423
$309K 0.01%
10,074
-410
424
$305K 0.01%
+3,945
425
$304K 0.01%
3,288
-151
15 16
17
18 19