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
526
$215K ﹤0.01%
10,145
527
$215K ﹤0.01%
27,849
528
$215K ﹤0.01%
4,748
529
$213K ﹤0.01%
6,830
530
$212K ﹤0.01%
1,025
-1,069
531
$211K ﹤0.01%
2,568
-285
532
$211K ﹤0.01%
20,605
+3,258
533
$211K ﹤0.01%
18,026
534
$210K ﹤0.01%
+3,950
535
$206K ﹤0.01%
1,630
536
$206K ﹤0.01%
3,383
-2,829
537
$206K ﹤0.01%
+2,996
538
$199K ﹤0.01%
76,200
539
$197K ﹤0.01%
15,682
540
$193K ﹤0.01%
20,844
541
$189K ﹤0.01%
17,627
-8,100
542
$181K ﹤0.01%
20,219
543
$176K ﹤0.01%
+17,753
544
$172K ﹤0.01%
47,542
545
$171K ﹤0.01%
12,578
546
$168K ﹤0.01%
+10,343
547
$167K ﹤0.01%
20,597
548
$162K ﹤0.01%
+19,903
549
$157K ﹤0.01%
23,398
550
$153K ﹤0.01%
10,668
20 21
22
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