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
401
$385K 0.01%
4,197
+1,109
402
$385K 0.01%
1,906
+77
403
$383K 0.01%
578
-49
404
$378K 0.01%
17,120
405
$378K 0.01%
4,676
+785
406
$377K 0.01%
59,940
-59,940
407
$374K 0.01%
4,663
+107
408
$374K 0.01%
16,618
409
$372K 0.01%
5,639
-20,883
410
$368K 0.01%
4,334
411
$368K 0.01%
2,718
412
$365K 0.01%
5,034
-48
413
$365K 0.01%
+14,375
414
$364K 0.01%
1,416
+1
415
$361K 0.01%
3,462
-113
416
$358K 0.01%
3,717
+625
417
$356K 0.01%
2,455
+467
418
$355K 0.01%
11,278
+1,459
419
$355K 0.01%
1,258
420
$353K 0.01%
11,540
-8,738
421
$353K 0.01%
9,329
-6,583
422
$352K 0.01%
36,700
423
$349K 0.01%
5,728
+6
424
$347K 0.01%
27,228
+1,465
425
$345K 0.01%
1,476
-17
15 16
17
18 19