MFIM

Mesirow Financial Investment Management Portfolio holdings

AUM $6.18B
1-Year Est. Return 18.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.59B
AUM Growth
+$461M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
565
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$10.9M
3
+$10.8M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$8.26M
5
MGC icon
Vanguard Mega Cap 300 Index ETF
MGC
+$5.25M

Top Sells

1
+$16.5M
2
+$4.02M
3
+$2.97M
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$2.56M
5
AVGO icon
Broadcom
AVGO
+$2.5M

Sector Composition

1 Financials 15.81%
2 Technology 13.06%
3 Communication Services 5.49%
4 Industrials 4.42%
5 Healthcare 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$44.6M 0.8%
93,423
-1,513
27
$43.4M 0.78%
89,411
+982
28
$42.6M 0.76%
209,354
+3,610
29
$42.5M 0.76%
197,010
+3,194
30
$42.4M 0.76%
821,293
-1,610
31
$41.7M 0.75%
45,016
-409
32
$41.4M 0.74%
164,562
+1,661
33
$39.5M 0.71%
659,897
+3,146
34
$39M 0.7%
208,940
+1,680
35
$37.6M 0.67%
162,499
+3,722
36
$36.9M 0.66%
573,177
-21,064
37
$33.5M 0.6%
119,159
-1,219
38
$33.3M 0.6%
151,677
-774
39
$32.7M 0.59%
350,287
-1,697
40
$32.6M 0.58%
373,911
+15,718
41
$32.4M 0.58%
208,902
+1,613
42
$31.7M 0.57%
42
+1
43
$31.6M 0.56%
129,288
+22,445
44
$30.8M 0.55%
130,542
-888
45
$30.3M 0.54%
53,207
-598
46
$30.1M 0.54%
127,255
+1,408
47
$29.4M 0.53%
367,435
+18,552
48
$29.1M 0.52%
61,295
-56
49
$28.3M 0.51%
82,919
+49,290
50
$27.4M 0.49%
198,849
+3,408
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