MFIM
Mesirow Financial Investment Management Portfolio holdings
AUM $5.16B
This Quarter Return
-0.62%
1 Year Return
+10.08%
3 Year Return
+58.67%
5 Year Return
+349.72%
10 Year Return
–
AUM
$5.16B
AUM Growth
+$126M (+3%)
Cap. Flow
+$217M
Cap. Flow % of AUM
4.2%
Top 10 Holdings %Top 10 Hldgs %
37.1%
Holding
631
New
35
Increased
262
Reduced
194
Closed
38
Top Buys
| 1 | $109M | |
| 2 | $48.5M | |
| 3 | $38.5M | |
| 4 | $29M | |
| 5 | $21.6M |
Top Sells
| 1 | $66.3M | |
| 2 | $33.1M | |
| 3 | $32.1M | |
| 4 | $9.09M | |
| 5 | $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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $240K | ﹤0.01% | +55,013 | New | +$240K | |||
| $239K | ﹤0.01% | 16,412 | – | – | |||
| $238K | ﹤0.01% | 12,743 +151 | +1% | +$2.82K | |||
| $238K | ﹤0.01% | 2,606 +247 | +10% | +$22.5K | |||
| $236K | ﹤0.01% | 4,073 -289 | -7% | -$16.8K | |||
| $235K | ﹤0.01% | +1,952 | New | +$235K | |||
| $234K | ﹤0.01% | 10,400 | – | – | |||
| $233K | ﹤0.01% | 955 -95 | -9% | -$23.2K | |||
| $231K | ﹤0.01% | 950 +55 | +6% | +$13.4K | |||
| $230K | ﹤0.01% | 1,086 +144 | +15% | +$30.6K | |||
| $229K | ﹤0.01% | 11,141 | – | – | |||
| $229K | ﹤0.01% | 4,552 -169 | -4% | -$8.49K | |||
| $228K | ﹤0.01% | +1,728 | New | +$228K | |||
| $228K | ﹤0.01% | 1,490 | – | – | |||
| $226K | ﹤0.01% | 1,414 +75 | +6% | +$12K | |||
| $225K | ﹤0.01% | 3,738 -2,281 | -38% | -$137K | |||
| $223K | ﹤0.01% | 11,447 | – | – | |||
| $222K | ﹤0.01% | 35,800 | – | – | |||
| $221K | ﹤0.01% | 2,268 -716 | -24% | -$69.8K | |||
| $220K | ﹤0.01% | 612 | – | – | |||
| $220K | ﹤0.01% | 16,534 | – | – | |||
| $218K | ﹤0.01% | 4,283 +48 | +1% | +$2.44K | |||
| $217K | ﹤0.01% | 691 +112 | +19% | +$35.2K | |||
| $216K | ﹤0.01% | 21,015 -7,097 | -25% | -$73K | |||
| $216K | ﹤0.01% | 1,809 -22 | -1% | -$2.62K |
