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
$5.13B
AUM Growth
-$31.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
626
New
Increased
Reduced
Closed

Top Buys

1
+$32.1M
2
+$17.2M
3
+$16.3M
4
MSFT icon
Microsoft
MSFT
+$7.45M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.88M

Top Sells

1
+$111M
2
+$49.4M
3
+$31.1M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$27.5M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$20.2M

Sector Composition

1 Financials 16.09%
2 Technology 12.62%
3 Communication Services 4.86%
4 Industrials 4.43%
5 Healthcare 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$39.5M 0.77%
392,339
+170,987
27
$39.2M 0.76%
89,309
+11,456
28
$38.9M 0.76%
822,903
-4,505
29
$37.4M 0.73%
656,751
+21,449
30
$36.9M 0.72%
94,936
-692
31
$36.6M 0.71%
207,260
+8,651
32
$36.6M 0.71%
594,241
-8,828
33
$36.1M 0.7%
162,901
-437
34
$35.9M 0.7%
88,429
+381
35
$34.3M 0.67%
973,312
+90,762
36
$31.5M 0.61%
351,984
-364,028
37
$30.2M 0.59%
53,805
-3,673
38
$30M 0.58%
100,338
-412
39
$29.9M 0.58%
358,193
+25,524
40
$29.9M 0.58%
41
+1
41
$29.9M 0.58%
131,430
-2,489
42
$29.7M 0.58%
207,289
+3,136
43
$29.5M 0.57%
158,777
-1,419
44
$29M 0.56%
125,847
-1,011
45
$28.8M 0.56%
61,351
-2,018
46
$28.6M 0.56%
216,507
+1,663
47
$27.9M 0.54%
224,996
-1,000
48
$27.7M 0.54%
348,883
+5,193
49
$26.3M 0.51%
120,378
+424
50
$26.3M 0.51%
212,409
-2,775
1
2
3 4 5