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
$5.17B
AUM Growth
+$727M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
616
New
Increased
Reduced
Closed

Top Buys

1
+$70.8M
2
+$48.4M
3
+$35.5M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$33.9M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$26.9M

Top Sells

1
+$20.3M
2
+$7.12M
3
+$5.14M
4
BP icon
BP
BP
+$5M
5
MCD icon
McDonald's
MCD
+$4.65M

Sector Composition

1 Financials 14.15%
2 Technology 12.01%
3 Healthcare 5.28%
4 Industrials 4.97%
5 Communication Services 4.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$251K ﹤0.01%
612
502
$250K ﹤0.01%
+9,993
503
$249K ﹤0.01%
+1,869
504
$248K ﹤0.01%
+4,726
505
$247K ﹤0.01%
5,138
+98
506
$245K ﹤0.01%
12,454
+131
507
$244K ﹤0.01%
+6,802
508
$242K ﹤0.01%
4,200
+150
509
$242K ﹤0.01%
5,397
-153
510
$241K ﹤0.01%
3,738
511
$241K ﹤0.01%
+2,032
512
$240K ﹤0.01%
+18,913
513
$240K ﹤0.01%
1,779
+26
514
$240K ﹤0.01%
1,604
+6
515
$236K ﹤0.01%
10,400
516
$236K ﹤0.01%
+20,609
517
$235K ﹤0.01%
+14,463
518
$234K ﹤0.01%
+32,000
519
$233K ﹤0.01%
+1,467
520
$232K ﹤0.01%
+21,495
521
$231K ﹤0.01%
1,339
+6
522
$231K ﹤0.01%
+4,006
523
$230K ﹤0.01%
+2,742
524
$230K ﹤0.01%
+2,890
525
$227K ﹤0.01%
+20,353
19 20
21
22 23