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
26
$35.5M 0.81%
1,228,120
+304,404
27
$34.8M 0.79%
100,369
+1,458
28
$34.5M 0.78%
619,549
-377,767
29
$32.8M 0.75%
180,225
+35,312
30
$32.8M 0.75%
133,353
+448
31
$32.7M 0.74%
862,892
+110,251
32
$32.1M 0.73%
242,140
+13,340
33
$32M 0.73%
196,337
+31,892
34
$31.8M 0.72%
174,199
+19,300
35
$31.2M 0.71%
197,822
+7,814
36
$30.6M 0.7%
65,821
+292
37
$30.5M 0.69%
607,519
+17,593
38
$29.2M 0.67%
229,941
-1,305
39
$29M 0.66%
297,489
+11,704
40
$28.9M 0.66%
361,332
+12,390
41
$28.1M 0.64%
462,855
+10,300
42
$27.6M 0.63%
225,859
+17,584
43
$27.6M 0.63%
91,499
+1,569
44
$27.1M 0.62%
56,204
+8,297
45
$26.2M 0.6%
221,843
+15,463
46
$26.2M 0.6%
607,210
-5,378
47
$26.2M 0.6%
76,159
+6,460
48
$25.6M 0.58%
689,081
-53,321
49
$24.1M 0.55%
48,626
+817
50
$23.2M 0.53%
300,678
+6,916
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