MFIM

Mesirow Financial Investment Management Portfolio holdings

AUM $5.59B
1-Year Est. Return 16.91%
This Quarter Est. Return
1 Year Est. Return
+16.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.16B
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
631
New
Increased
Reduced
Closed

Top Buys

1
+$109M
2
+$48.5M
3
+$38.5M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$29M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$21.6M

Top Sells

1
+$66.3M
2
+$33.1M
3
+$32.1M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$9.09M
5
IBM icon
IBM
IBM
+$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 Change
in Stake 		Capital Flow
501
$240K ﹤0.01%
+55,013
502
$239K ﹤0.01%
16,412
503
$238K ﹤0.01%
12,743
+151
504
$238K ﹤0.01%
2,606
+247
505
$236K ﹤0.01%
4,073
-289
506
$235K ﹤0.01%
+1,952
507
$234K ﹤0.01%
10,400
508
$233K ﹤0.01%
955
-95
509
$231K ﹤0.01%
950
+55
510
$230K ﹤0.01%
1,086
+144
511
$229K ﹤0.01%
11,141
512
$229K ﹤0.01%
4,552
-169
513
$228K ﹤0.01%
+1,728
514
$228K ﹤0.01%
1,490
515
$226K ﹤0.01%
1,414
+75
516
$225K ﹤0.01%
3,738
-2,281
517
$223K ﹤0.01%
11,447
518
$222K ﹤0.01%
35,800
519
$221K ﹤0.01%
2,268
-716
520
$220K ﹤0.01%
612
521
$220K ﹤0.01%
16,534
522
$218K ﹤0.01%
4,283
+48
523
$217K ﹤0.01%
691
+112
524
$216K ﹤0.01%
21,015
-7,097
525
$216K ﹤0.01%
1,809
-22
19 20
21
22 23