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
501
$32.4K ﹤0.01%
13,754
-1,149
502
$29.1K ﹤0.01%
13,800
-1,583
503
$29K ﹤0.01%
10,959
504
$18.2K ﹤0.01%
10,693
505
$13.3K ﹤0.01%
20,000
+10,000
506
$13.1K ﹤0.01%
500
507
$6.75K ﹤0.01%
300
508
– –
-11,019
509
– –
-6,950
510
– –
-19,304
511
– –
-1,413
512
– –
-3,821
513
– –
-10,250
514
– –
-2,602
515
– –
-2,878
516
– –
-1,213
517
– –
-5,755
518
– –
-5,920
519
– –
-2,594
520
– –
-1,748
521
– –
-12,440
522
– –
-33,611
523
– –
-44,500
524
– –
-3,167
525
– –
-1,413
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