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
$5.59B
AUM Growth
+$461M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
565
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$10.9M
3
+$10.8M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$8.26M
5
MGC icon
Vanguard Mega Cap 300 Index ETF
MGC
+$5.25M

Top Sells

1
+$16.5M
2
+$4.02M
3
+$2.97M
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$2.56M
5
AVGO icon
Broadcom
AVGO
+$2.5M

Sector Composition

1 Financials 15.81%
2 Technology 13.06%
3 Communication Services 5.49%
4 Industrials 4.42%
5 Healthcare 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$344K 0.01%
1,158
427
$344K 0.01%
538
+3
428
$342K 0.01%
10,667
429
$341K 0.01%
6,951
-20
430
$340K 0.01%
11,246
+2,070
431
$338K 0.01%
5,632
+2,222
432
$337K 0.01%
5,743
+8
433
$337K 0.01%
+10,234
434
$337K 0.01%
2,622
+32
435
$336K 0.01%
+3,010
436
$335K 0.01%
1,782
+78
437
$334K 0.01%
3,420
+178
438
$334K 0.01%
2,353
439
$332K 0.01%
+3,181
440
$328K 0.01%
1,565
+75
441
$327K 0.01%
27,307
-143
442
$325K 0.01%
9,959
443
$324K 0.01%
2,775
444
$324K 0.01%
4,119
445
$323K 0.01%
2,437
-64
446
$319K 0.01%
3,517
+689
447
$317K 0.01%
19,816
+4,014
448
$315K 0.01%
1,372
+6
449
$314K 0.01%
3,198
+145
450
$310K 0.01%
9,029
+88
16 17
18
19 20