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
551
$146K ﹤0.01%
+13,094
552
$145K ﹤0.01%
15,574
553
$139K ﹤0.01%
18,715
554
$127K ﹤0.01%
11,327
+144
555
$124K ﹤0.01%
13,671
-383
556
$124K ﹤0.01%
14,219
+122
557
$119K ﹤0.01%
15,779
558
$118K ﹤0.01%
18,215
559
$115K ﹤0.01%
10,242
560
$106K ﹤0.01%
13,000
-3,936
561
$106K ﹤0.01%
18,760
562
$104K ﹤0.01%
12,000
563
$101K ﹤0.01%
+10,000
564
$99.6K ﹤0.01%
21,736
565
$97K ﹤0.01%
23,364
566
$89.5K ﹤0.01%
+15,119
567
$84.6K ﹤0.01%
32,916
568
$80.7K ﹤0.01%
30,000
569
$79.9K ﹤0.01%
+11,220
570
$78.8K ﹤0.01%
40,000
+20,000
571
$77K ﹤0.01%
22,000
+12,000
572
$75.7K ﹤0.01%
32,487
+13,186
573
$73K ﹤0.01%
105,000
574
$71K ﹤0.01%
18,598
+6,855
575
$68.8K ﹤0.01%
+10,000
21 22
23
24 25