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
$5.03B
AUM Growth
-$134M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
630
New
Increased
Reduced
Closed

Top Buys

1
+$79.6M
2
+$29.9M
3
+$22M
4
VUG icon
Vanguard Growth ETF
VUG
+$9.01M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$8.85M

Top Sells

1
+$68.3M
2
+$39.3M
3
+$33.2M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$24.5M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$22M

Sector Composition

1 Financials 15.14%
2 Technology 13.38%
3 Industrials 5.56%
4 Communication Services 5.14%
5 Healthcare 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$356K 0.01%
+2,956
427
$355K 0.01%
16,618
+837
428
$354K 0.01%
6,019
+2,281
429
$353K 0.01%
25,727
430
$350K 0.01%
20,921
+239
431
$342K 0.01%
2,444
-25
432
$341K 0.01%
2,940
+14
433
$337K 0.01%
20,844
+235
434
$337K 0.01%
11,141
+130
435
$337K 0.01%
33,994
-19,125
436
$333K 0.01%
5,722
-18
437
$328K 0.01%
7,064
+80
438
$324K 0.01%
4,460
-548
439
$323K 0.01%
1,988
-214
440
$322K 0.01%
1,857
-23
441
$321K 0.01%
873
+3
442
$319K 0.01%
4,008
+46
443
$318K 0.01%
24,861
+278
444
$318K 0.01%
+16,204
445
$318K 0.01%
4,047
+5
446
$317K 0.01%
16,534
+184
447
$317K 0.01%
4,302
+53
448
$314K 0.01%
+1,672
449
$311K 0.01%
4,047
+41
450
$311K 0.01%
1,745
+141
16 17
18
19 20