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
526
$56.4K ﹤0.01%
13,800
527
$42.9K ﹤0.01%
18,500
528
$41.1K ﹤0.01%
22,000
529
$39.2K ﹤0.01%
10,959
530
$37.8K ﹤0.01%
11,340
+157
531
$33.8K ﹤0.01%
110,000
+70,000
532
$22K ﹤0.01%
13,754
533
$19.7K ﹤0.01%
20,000
534
$9.04K ﹤0.01%
20,000
535
$6.39K ﹤0.01%
11,800
536
$3.18K ﹤0.01%
500
537
– –
-18,026
538
– –
-10,178
539
– –
-10,242
540
– –
-19,903
541
– –
-10,343
542
– –
-30,662
543
– –
-10,036
544
– –
-2,996
545
– –
-10,609
546
– –
-44,508
547
– –
-527
548
– –
-3,628
549
– –
-1,728
550
– –
-4,351
20 21
22
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