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
451
$306K 0.01%
4,351
452
$305K 0.01%
629
+61
453
$302K 0.01%
2,123
+85
454
$299K 0.01%
3,628
455
$299K 0.01%
4,302
456
$297K 0.01%
1,699
+302
457
$295K 0.01%
38,495
458
$294K 0.01%
6,977
459
$292K 0.01%
29,133
-4,861
460
$292K 0.01%
+9,472
461
$291K 0.01%
13,271
+2,406
462
$290K 0.01%
1,278
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463
$286K 0.01%
2,775
464
$284K 0.01%
8,050
465
$284K 0.01%
4,014
+325
466
$284K 0.01%
2,169
+114
467
$284K 0.01%
+5,744
468
$282K 0.01%
1,775
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469
$282K 0.01%
1,459
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470
$281K 0.01%
7,064
471
$281K 0.01%
12,630
+25
472
$280K 0.01%
2,204
-240
473
$278K 0.01%
5,652
474
$277K 0.01%
527
-141
475
$275K 0.01%
5,532
+309
17 18
19
20 21