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
476
$271K ﹤0.01%
992
+276
477
$268K ﹤0.01%
2,723
+151
478
$266K ﹤0.01%
679
+55
479
$263K ﹤0.01%
3,359
+3
480
$263K ﹤0.01%
3,367
481
$261K ﹤0.01%
4,453
+96
482
$261K ﹤0.01%
1,485
+271
483
$259K ﹤0.01%
10,544
+4
484
$259K ﹤0.01%
1,000
485
$258K ﹤0.01%
3,135
-1,215
486
$253K ﹤0.01%
849
-118
487
$253K ﹤0.01%
565
-48
488
$252K ﹤0.01%
1,817
-67
489
$246K ﹤0.01%
+7,045
490
$245K ﹤0.01%
4,346
491
$243K ﹤0.01%
4,241
-1,384
492
$240K ﹤0.01%
+1,644
493
$239K ﹤0.01%
26,676
+2,379
494
$238K ﹤0.01%
486
-12
495
$238K ﹤0.01%
10,400
496
$238K ﹤0.01%
+4,965
497
$237K ﹤0.01%
913
+1
498
$237K ﹤0.01%
2,662
499
$236K ﹤0.01%
3,988
500
$235K ﹤0.01%
1,200
-146