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
451
$309K 0.01%
2,369
+1
452
$302K 0.01%
933
-28
453
$302K 0.01%
+763
454
$298K 0.01%
2,835
+453
455
$298K 0.01%
4,907
-16
456
$298K 0.01%
3,555
457
$297K 0.01%
100,000
-25,000
458
$295K 0.01%
9,223
+1,563
459
$293K 0.01%
4,813
-519
460
$291K 0.01%
6,977
-135
461
$291K 0.01%
12,779
-1,244
462
$288K 0.01%
593
+108
463
$287K 0.01%
2,141
-265
464
$285K 0.01%
8,050
465
$283K 0.01%
905
466
$283K 0.01%
4,286
-10
467
$282K 0.01%
+1,578
468
$281K 0.01%
3,738
469
$280K 0.01%
18,715
470
$279K 0.01%
5,652
471
$276K ﹤0.01%
3,040
+328
472
$275K ﹤0.01%
4,119
+986
473
$272K ﹤0.01%
2,188
-13
474
$271K ﹤0.01%
15,500
475
$271K ﹤0.01%
873
17 18
19
20 21