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
$5.17B
AUM Growth
+$727M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
616
New
Increased
Reduced
Closed

Top Buys

1
+$70.8M
2
+$48.4M
3
+$35.5M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$33.9M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$26.9M

Top Sells

1
+$20.3M
2
+$7.12M
3
+$5.14M
4
BP icon
BP
BP
+$5M
5
MCD icon
McDonald's
MCD
+$4.65M

Sector Composition

1 Financials 14.15%
2 Technology 12.01%
3 Healthcare 5.28%
4 Industrials 4.97%
5 Communication Services 4.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$42.8M 0.83%
255,535
+138,920
27
$42M 0.81%
243,361
+5,591
28
$40.7M 0.79%
196,948
+98,974
29
$40.6M 0.79%
45,815
-2,852
30
$39.6M 0.77%
208,594
+157
31
$38.9M 0.75%
481,818
+241,914
32
$38.6M 0.75%
98,773
-322
33
$37.4M 0.72%
136,584
-277
34
$36.8M 0.71%
216,500
+1,158
35
$36.2M 0.7%
299,093
+773
36
$36M 0.7%
101,800
+1,859
37
$35.6M 0.69%
601,179
-10,666
38
$33.7M 0.65%
850,094
-10,256
39
$33.4M 0.65%
191,171
+5,051
40
$32.6M 0.63%
165,212
-1,369
41
$32.5M 0.63%
131,796
-485
42
$32.4M 0.63%
336,200
+166,380
43
$30.9M 0.6%
64,777
-299
44
$30M 0.58%
481,959
+15,601
45
$30M 0.58%
203,402
+1,000
46
$29.9M 0.58%
357,445
-1,155
47
$28.3M 0.55%
57,351
+312
48
$28.1M 0.54%
48,064
+629
49
$27.6M 0.53%
40
+12
50
$26.9M 0.52%
626,974
-38,913
1
2
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