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
526
$182K ﹤0.01%
15,840
+2,284
527
$178K ﹤0.01%
10,668
528
$168K ﹤0.01%
16,000
529
$160K ﹤0.01%
24,840
+2,025
530
$158K ﹤0.01%
15,994
+1,666
531
$138K ﹤0.01%
18,760
532
$131K ﹤0.01%
12,433
533
$130K ﹤0.01%
28,561
+2,040
534
$112K ﹤0.01%
+25,367
535
$110K ﹤0.01%
11,600
536
$104K ﹤0.01%
+11,618
537
$104K ﹤0.01%
11,090
-246
538
$102K ﹤0.01%
13,000
539
$102K ﹤0.01%
23,364
540
$101K ﹤0.01%
10,693
541
$95.3K ﹤0.01%
42,719
+2,449
542
$80.6K ﹤0.01%
13,827
+118
543
$77.7K ﹤0.01%
12,000
544
$76.1K ﹤0.01%
12,178
545
$72.3K ﹤0.01%
30,000
546
$65.3K ﹤0.01%
13,800
547
$53K ﹤0.01%
20,000
548
$52.9K ﹤0.01%
18,500
549
$48.5K ﹤0.01%
8,000
+3,600
550
$42.2K ﹤0.01%
22,000
19 20 21
22
23