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
$4.44B
AUM Growth
+$44.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
544
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$4.44M
3
+$4.05M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.96M
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$3.62M

Top Sells

1
+$2.95M
2
+$2.56M
3
+$2.34M
4
GLD icon
SPDR Gold Trust
GLD
+$2.32M
5
CHD icon
Church & Dwight Co
CHD
+$2.08M

Sector Composition

1 Financials 14.63%
2 Technology 13.11%
3 Communication Services 5.5%
4 Healthcare 5.48%
5 Industrials 5.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$189K ﹤0.01%
19,003
-80
477
$181K ﹤0.01%
10,945
+388
478
$163K ﹤0.01%
+10,014
479
$147K ﹤0.01%
14,320
480
$144K ﹤0.01%
10,668
481
$138K ﹤0.01%
23,364
-3,530
482
$132K ﹤0.01%
12,360
+128
483
$130K ﹤0.01%
16,000
484
$123K ﹤0.01%
10,697
+142
485
$122K ﹤0.01%
+66,050
486
$116K ﹤0.01%
15,643
-1,367
487
$109K ﹤0.01%
10,000
488
$105K ﹤0.01%
12,743
-4,237
489
$78.3K ﹤0.01%
21,398
-923
490
$76K ﹤0.01%
80,000
+20,000
491
$74.9K ﹤0.01%
30,000
492
$67.7K ﹤0.01%
18,715
493
$62K ﹤0.01%
12,000
-380
494
$59.1K ﹤0.01%
12,178
495
$53.7K ﹤0.01%
18,760
-748
496
$49.9K ﹤0.01%
13,566
+32
497
$49.6K ﹤0.01%
7,180
-1,080
498
$44.4K ﹤0.01%
20,000
499
$42.3K ﹤0.01%
1,063
+74
500
$37K ﹤0.01%
10,780
+130
18 19
20
21 22