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
426
$343K 0.01%
992
-758
427
$341K 0.01%
15,500
-704
428
$341K 0.01%
+3,872
429
$340K 0.01%
1,860
-1,167
430
$336K 0.01%
3,753
+34
431
$333K 0.01%
765
+99
432
$333K 0.01%
2,940
+435
433
$331K 0.01%
6,856
+997
434
$330K 0.01%
1,585
-1,585
435
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1,363
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436
$326K 0.01%
7,806
+1,143
437
$326K 0.01%
4,768
+1,635
438
$325K 0.01%
2,459
+99
439
$325K 0.01%
8,097
+1,718
440
$321K 0.01%
649
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441
$321K 0.01%
7,051
442
$320K 0.01%
3,748
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443
$315K 0.01%
+10,178
444
$314K 0.01%
161
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445
$312K 0.01%
1,742
-3
446
$312K 0.01%
4,008
447
$310K 0.01%
10,667
448
$310K 0.01%
3,070
+415
449
$309K 0.01%
+12,990
450
$308K 0.01%
3,220
+857
16 17
18
19 20