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
451
$233K 0.01%
10,400
452
$231K 0.01%
+11,700
453
$230K 0.01%
1,316
-324
454
$230K 0.01%
23,982
-1,745
455
$229K 0.01%
35,800
+800
456
$228K 0.01%
3,738
457
$228K 0.01%
2,925
-1,708
458
$227K 0.01%
4,252
-106
459
$227K 0.01%
138
-133
460
$222K 0.01%
3,420
-2,991
461
$222K 0.01%
+3,514
462
$221K 0.01%
1,598
-4
463
$220K 0.01%
+914
464
$219K ﹤0.01%
11,447
465
$218K ﹤0.01%
1,480
-400
466
$216K ﹤0.01%
44,177
467
$210K ﹤0.01%
+286
468
$209K ﹤0.01%
+650
469
$206K ﹤0.01%
1,930
-180
470
$205K ﹤0.01%
2,445
-34
471
$205K ﹤0.01%
5,754
-36
472
$203K ﹤0.01%
+341
473
$203K ﹤0.01%
+1,346
474
$197K ﹤0.01%
12,323
+169
475
$190K ﹤0.01%
11,711
-8,766
17 18
19
20 21