MFIM

Mesirow Financial Investment Management Portfolio holdings

AUM $4.87B
1-Year Est. Return 20.13%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.03B
AUM Growth
-$134M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
630
New
Increased
Reduced
Closed

Top Buys

1 +$82.7M
2 +$31M
3 +$21.8M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$9.18M
5
VUG icon
Vanguard Growth ETF
VUG
+$8.84M

Top Sells

1 +$69.8M
2 +$41.3M
3 +$33.8M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$24.7M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$22.7M

Sector Composition

1 Financials 15.14%
2 Technology 13.38%
3 Industrials 5.56%
4 Communication Services 5.14%
5 Healthcare 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$38.6M 0.77%
208,636
+42
27
$38.1M 0.76%
135,539
-1,045
28
$36.8M 0.73%
836,784
-13,310
29
$35.9M 0.71%
102,055
+255
30
$35.4M 0.7%
97,636
-1,137
31
$35M 0.7%
611,306
+10,127
32
$34.5M 0.69%
298,202
-891
33
$34.4M 0.68%
175,853
-169,401
34
$32.7M 0.65%
215,342
-1,158
35
$32.1M 0.64%
189,640
-1,531
36
$30.9M 0.61%
75,285
+21,940
37
$30.6M 0.61%
58,182
+831
38
$30.6M 0.61%
91,491
-277
39
$30.1M 0.6%
169,472
+4,260
40
$29.9M 0.59%
480,558
-1,401
41
$29.7M 0.59%
204,938
+1,536
42
$27.3M 0.54%
361,608
+4,163
43
$27.2M 0.54%
40
44
$27.1M 0.54%
217,027
+452
45
$27M 0.54%
64,513
-264
46
$26.4M 0.52%
338,550
-314,298
47
$25.2M 0.5%
226,380
+463
48
$25M 0.5%
188,748
+898
49
$24.9M 0.49%
49,161
+1,097
50
$24.8M 0.49%
586,337
-40,637