MFIM

Mesirow Financial Investment Management Portfolio holdings

AUM $6.18B
1-Year Est. Return 18.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.59B
AUM Growth
+$461M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
565
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$10.9M
3
+$10.8M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$8.26M
5
MGC icon
Vanguard Mega Cap 300 Index ETF
MGC
+$5.25M

Top Sells

1
+$16.5M
2
+$4.02M
3
+$2.97M
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$2.56M
5
AVGO icon
Broadcom
AVGO
+$2.5M

Sector Composition

1 Financials 15.81%
2 Technology 13.06%
3 Communication Services 5.49%
4 Industrials 4.42%
5 Healthcare 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$235K ﹤0.01%
+9,016
502
$234K ﹤0.01%
+8,215
503
$234K ﹤0.01%
+1,927
504
$231K ﹤0.01%
+1,378
505
$226K ﹤0.01%
+7,758
506
$225K ﹤0.01%
2,109
-182
507
$224K ﹤0.01%
+3,055
508
$224K ﹤0.01%
664
-12
509
$224K ﹤0.01%
11,447
510
$224K ﹤0.01%
10,923
-6,000
511
$223K ﹤0.01%
2,822
-1,859
512
$219K ﹤0.01%
+635
513
$218K ﹤0.01%
2,007
514
$218K ﹤0.01%
+1,081
515
$212K ﹤0.01%
+1,458
516
$212K ﹤0.01%
+3,154
517
$210K ﹤0.01%
+7,969
518
$207K ﹤0.01%
38,406
+6,945
519
$206K ﹤0.01%
262
-3
520
$202K ﹤0.01%
1,041
+179
521
$201K ﹤0.01%
+1,150
522
$201K ﹤0.01%
+5,014
523
$201K ﹤0.01%
+980
524
$201K ﹤0.01%
+2,850
525
$195K ﹤0.01%
13,105
+192
19 20
21
22 23