MFIM

Mesirow Financial Investment Management Portfolio holdings

AUM $5.59B
1-Year Est. Return 16.91%
This Quarter Est. Return
1 Year Est. Return
+16.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.16B
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
631
New
Increased
Reduced
Closed

Top Buys

1
+$109M
2
+$48.5M
3
+$38.5M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$29M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$21.6M

Top Sells

1
+$66.3M
2
+$33.1M
3
+$32.1M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$9.09M
5
IBM icon
IBM
IBM
+$5.75M

Sector Composition

1 Financials 16.27%
2 Technology 11.16%
3 Healthcare 4.6%
4 Industrials 4.44%
5 Communication Services 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$38.5M 0.75%
230,159
-8,899
27
$38.1M 0.74%
163,338
-3,362
28
$36.5M 0.71%
187,952
+12,099
29
$34.7M 0.67%
603,069
-8,237
30
$34.5M 0.67%
827,408
-9,376
31
$34.3M 0.66%
198,609
+8,969
32
$34.2M 0.66%
204,153
-785
33
$33.6M 0.65%
160,196
-9,276
34
$32.6M 0.63%
133,919
-1,620
35
$32.4M 0.63%
275,786
+144,035
36
$32.3M 0.63%
635,302
-178,764
37
$32.2M 0.62%
214,844
-498
38
$31.9M 0.62%
40
39
$31.5M 0.61%
95,628
-2,008
40
$31.5M 0.61%
57,478
-704
41
$31.4M 0.61%
100,750
-1,305
42
$30M 0.58%
126,858
-136,056
43
$29.5M 0.57%
63,369
-1,144
44
$28.9M 0.56%
77,853
+2,568
45
$28.5M 0.55%
882,550
+140,950
46
$27.2M 0.53%
503,098
+245,850
47
$27.1M 0.53%
343,690
+5,140
48
$25.8M 0.5%
215,184
-1,843
49
$25.8M 0.5%
49,180
+19
50
$25.2M 0.49%
332,669
+15,399
1
2
3 4 5