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
476
$273K 0.01%
3,349
-698
477
$273K 0.01%
+1,177
478
$269K 0.01%
6,533
479
$269K 0.01%
+1,598
480
$269K 0.01%
+876
481
$268K 0.01%
+10,036
482
$268K 0.01%
2,750
+82
483
$267K 0.01%
24,861
484
$267K 0.01%
10,506
-10,498
485
$264K 0.01%
24,355
+11,747
486
$258K 0.01%
3,367
487
$258K 0.01%
4,286
488
$256K 0.01%
+6,199
489
$253K ﹤0.01%
3,065
490
$250K ﹤0.01%
59,212
491
$250K ﹤0.01%
5,309
+3
492
$248K ﹤0.01%
20,921
493
$247K ﹤0.01%
27,191
494
$247K ﹤0.01%
4,460
495
$246K ﹤0.01%
+8,255
496
$246K ﹤0.01%
+884
497
$245K ﹤0.01%
832
-126
498
$245K ﹤0.01%
10,609
499
$241K ﹤0.01%
3,122
+182
500
$241K ﹤0.01%
4,752
18 19
20
21 22