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
501
$107K ﹤0.01%
16,000
-3,500
502
$84.7K ﹤0.01%
19,508
-2,147
503
$71.1K ﹤0.01%
30,000
504
$64.5K ﹤0.01%
12,178
505
$60.7K ﹤0.01%
+12,380
506
$60.1K ﹤0.01%
18,715
507
$59.5K ﹤0.01%
8,260
508
$58.1K ﹤0.01%
+13,534
509
$53.6K ﹤0.01%
20,000
510
$53.1K ﹤0.01%
10,000
-202
511
$49.6K ﹤0.01%
989
+151
512
$46K ﹤0.01%
14,903
-390
513
$35.5K ﹤0.01%
10,650
+121
514
$33.7K ﹤0.01%
15,383
515
$26.8K ﹤0.01%
22,321
-4,882
516
$25.9K ﹤0.01%
10,959
517
$22.6K ﹤0.01%
+10,000
518
$21.4K ﹤0.01%
10,693
519
$15.4K ﹤0.01%
300
520
$14.2K ﹤0.01%
+500
521
$13K ﹤0.01%
+10,000
522
$4.08K ﹤0.01%
+27,193
523
– –
-31,652
524
– –
-43,511
525
– –
-10,375
19 20
21
22 23