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
426
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6,977
-222
427
$300K 0.01%
+30,600
428
$299K 0.01%
11,325
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429
$299K 0.01%
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+21
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$298K 0.01%
21,037
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431
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856
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432
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6,062
433
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3,430
434
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435
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1,289
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436
$287K 0.01%
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437
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438
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1,640
439
$281K 0.01%
35,000
440
$281K 0.01%
369
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441
$280K 0.01%
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442
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446
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447
$269K 0.01%
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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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