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
451
$261K 0.01%
7,286
-7,883
452
$261K 0.01%
1,836
+376
453
$256K 0.01%
+21,440
454
$251K 0.01%
19,304
455
$250K 0.01%
1,213
-9
456
$248K 0.01%
+1,619
457
$247K 0.01%
476
+33
458
$242K 0.01%
1,000
459
$242K 0.01%
2,479
-476
460
$240K 0.01%
2,775
461
$240K 0.01%
12,440
-39,329
462
$239K 0.01%
+599
463
$239K 0.01%
1,602
-93
464
$238K 0.01%
+4,108
465
$238K 0.01%
2,002
-92
466
$235K 0.01%
17,250
467
$234K 0.01%
4,358
+357
468
$233K 0.01%
10,400
469
$230K 0.01%
44,177
+10,000
470
$230K 0.01%
+3,950
471
$225K 0.01%
19,083
-63
472
$224K 0.01%
1,413
-71
473
$221K 0.01%
2,878
-1,665
474
$221K 0.01%
5,790
-440
475
$220K 0.01%
11,447
+209
17 18
19
20 21