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
$4.4B
AUM Growth
+$1.66B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
621
New
Increased
Reduced
Closed

Top Buys

1
+$129M
2
+$31.7M
3
+$27.1M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$23.1M
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$21.7M

Top Sells

1
+$20.4M
2
+$2.45M
3
+$1.96M
4
FITB
Fifth Third Bancorp
FITB
+$1.86M
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
426
$300K 0.01%
6,977
-222
427
$300K 0.01%
+30,600
428
$299K 0.01%
11,325
-281
429
$299K 0.01%
1,749
+21
430
$298K 0.01%
21,037
-14,411
431
$297K 0.01%
856
-6,473
432
$294K 0.01%
6,062
433
$291K 0.01%
3,430
434
$290K 0.01%
3,407
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435
$290K 0.01%
1,289
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436
$287K 0.01%
5,352
437
$287K 0.01%
1,880
-700
438
$282K 0.01%
1,640
439
$281K 0.01%
35,000
440
$281K 0.01%
1,845
+380
441
$280K 0.01%
3,672
+167
442
$279K 0.01%
+2,594
443
$277K 0.01%
1,680
-2,343
444
$274K 0.01%
3,928
-170
445
$271K 0.01%
5,981
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446
$271K 0.01%
4,986
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447
$269K 0.01%
+1,738
448
$265K 0.01%
6,663
-4,028
449
$263K 0.01%
+1,328
450
$262K 0.01%
10,667
16 17
18
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