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
$4.44B
AUM Growth
+$44.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
544
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$4.44M
3
+$4.05M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.96M
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$3.62M

Top Sells

1
+$2.95M
2
+$2.56M
3
+$2.34M
4
GLD icon
SPDR Gold Trust
GLD
+$2.32M
5
CHD icon
Church & Dwight Co
CHD
+$2.08M

Sector Composition

1 Financials 14.63%
2 Technology 13.11%
3 Communication Services 5.5%
4 Healthcare 5.48%
5 Industrials 5.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$268K 0.01%
3,505
-167
427
$268K 0.01%
1,313
-604
428
$268K 0.01%
493
+17
429
$267K 0.01%
1,333
+5
430
$262K 0.01%
10,667
431
$258K 0.01%
5,550
-431
432
$258K 0.01%
579
-20
433
$257K 0.01%
4,108
434
$257K 0.01%
5,040
+54
435
$256K 0.01%
+2,735
436
$256K 0.01%
1,000
437
$255K 0.01%
7,555
-2,937
438
$254K 0.01%
4,050
+100
439
$252K 0.01%
+3,367
440
$249K 0.01%
3,800
-1,400
441
$242K 0.01%
1,680
442
$242K 0.01%
+9,558
443
$242K 0.01%
1,197
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444
$241K 0.01%
1,741
+3
445
$239K 0.01%
1,408
-428
446
$237K 0.01%
17,250
447
$236K 0.01%
2,775
448
$235K 0.01%
1,072
-217
449
$234K 0.01%
+11,151
450
$233K 0.01%
1,702
+83
16 17
18
19 20