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
26
$35.5M 0.8%
215,342
+687
27
$34.5M 0.78%
611,845
-7,704
28
$34.2M 0.77%
860,350
-2,542
29
$33M 0.74%
99,095
+568
30
$31.7M 0.71%
202,402
+4,580
31
$30.3M 0.68%
99,941
-428
32
$30.3M 0.68%
165,813
-8,386
33
$30M 0.67%
606,360
-1,159
34
$30M 0.67%
298,320
+831
35
$29.9M 0.67%
132,281
-1,072
36
$29.9M 0.67%
186,120
-10,217
37
$28.6M 0.64%
166,581
-13,644
38
$28.6M 0.64%
65,076
-745
39
$28.1M 0.63%
358,600
-2,732
40
$27.3M 0.61%
466,358
+3,503
41
$26.9M 0.61%
71,899
-4,260
42
$26.3M 0.59%
227,533
-2,408
43
$25.2M 0.57%
57,039
+835
44
$25.2M 0.57%
582,340
-24,870
45
$24.9M 0.56%
219,163
-2,680
46
$24.3M 0.55%
665,887
-23,194
47
$24.3M 0.55%
314,156
+13,478
48
$24.2M 0.54%
47,435
-1,191
49
$23.9M 0.54%
159,140
-77
50
$23.6M 0.53%
91,754
+255
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