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
$4.4B
AUM Growth
+$1.66B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
621
New
Increased
Reduced
Closed

Top Buys

1
+$138M
2
+$33.4M
3
+$28.3M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$24.3M
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$22.7M

Top Sells

1
+$21M
2
+$2.45M
3
+$2.24M
4
FITB icon
Fifth Third Bancorp
FITB
+$1.98M
5
WK icon
Workiva
WK
+$1.8M

Sector Composition

1 Financials 15.25%
2 Technology 11.94%
3 Healthcare 5.92%
4 Industrials 5.51%
5 Communication Services 4.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$217K ﹤0.01%
+3,738
477
$215K ﹤0.01%
+884
478
$215K ﹤0.01%
1,748
-503
479
$211K ﹤0.01%
3,072
+491
480
$209K ﹤0.01%
+3,167
481
$208K ﹤0.01%
+898
482
$206K ﹤0.01%
+2,110
483
$205K ﹤0.01%
+2,602
484
$200K ﹤0.01%
+2,060
485
$200K ﹤0.01%
+612
486
$197K ﹤0.01%
+12,154
487
$185K ﹤0.01%
+15,509
488
$176K ﹤0.01%
10,557
+504
489
$169K ﹤0.01%
14,320
-32,304
490
$167K ﹤0.01%
25,727
+4,595
491
$159K ﹤0.01%
10,668
492
$154K ﹤0.01%
11,019
+1
493
$149K ﹤0.01%
26,894
494
$148K ﹤0.01%
17,010
+2,723
495
$144K ﹤0.01%
16,980
-599
496
$132K ﹤0.01%
12,232
+124
497
$116K ﹤0.01%
10,555
+83
498
$112K ﹤0.01%
+10,000
499
$108K ﹤0.01%
+33,611
500
$107K ﹤0.01%
60,000
18 19
20
21 22