MFIM

Mesirow Financial Investment Management Portfolio holdings

AUM $4.87B
1-Year Est. Return 20.13%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.13B
AUM Growth
-$31.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
626
New
Increased
Reduced
Closed

Top Buys

1 +$32.1M
2 +$17.2M
3 +$16.3M
4
MSFT icon
Microsoft
MSFT
+$7.45M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.88M

Top Sells

1 +$111M
2 +$49.4M
3 +$31.1M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$27.5M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$20.2M

Sector Composition

1 Financials 16.09%
2 Technology 12.62%
3 Communication Services 4.86%
4 Industrials 4.43%
5 Healthcare 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
$202K ﹤0.01%
+2,007
502
$202K ﹤0.01%
+1,935
503
$202K ﹤0.01%
716
-116
504
$200K ﹤0.01%
3,133
-1,635
505
$184K ﹤0.01%
76,200
506
$168K ﹤0.01%
10,668
507
$165K ﹤0.01%
+31,461
508
$151K ﹤0.01%
13,556
+2,229
509
$134K ﹤0.01%
18,760
510
$133K ﹤0.01%
16,000
-45,008
511
$129K ﹤0.01%
+12,433
512
$128K ﹤0.01%
14,328
+109
513
$114K ﹤0.01%
23,364
514
$113K ﹤0.01%
11,600
-25,100
515
$113K ﹤0.01%
26,521
+7,923
516
$102K ﹤0.01%
11,336
-2,335
517
$97K ﹤0.01%
40,270
+7,783
518
$89.6K ﹤0.01%
125,000
+20,000
519
$88.4K ﹤0.01%
12,000
520
$84.8K ﹤0.01%
12,178
521
$80.1K ﹤0.01%
10,693
522
$74.5K ﹤0.01%
13,000
523
$73.2K ﹤0.01%
21,398
524
$68.1K ﹤0.01%
30,000
525
$62.4K ﹤0.01%
13,709
+43