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
526
$227K ﹤0.01%
10,014
527
$225K ﹤0.01%
+755
528
$224K ﹤0.01%
11,447
529
$224K ﹤0.01%
+3,878
530
$223K ﹤0.01%
+1,490
531
$222K ﹤0.01%
+2,655
532
$221K ﹤0.01%
+6,634
533
$217K ﹤0.01%
+4,227
534
$216K ﹤0.01%
+6,028
535
$214K ﹤0.01%
1,577
+97
536
$214K ﹤0.01%
+1,967
537
$214K ﹤0.01%
+3,305
538
$212K ﹤0.01%
+950
539
$210K ﹤0.01%
+771
540
$208K ﹤0.01%
4,028
+514
541
$204K ﹤0.01%
1,346
542
$204K ﹤0.01%
+2,478
543
$203K ﹤0.01%
+7,660
544
$203K ﹤0.01%
+6,412
545
$201K ﹤0.01%
+938
546
$201K ﹤0.01%
+5,793
547
$200K ﹤0.01%
+1,246
548
$200K ﹤0.01%
+18,000
549
$195K ﹤0.01%
+10,126
550
$192K ﹤0.01%
+15,604
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