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
576
$56.3K ﹤0.01%
18,760
577
$52.7K ﹤0.01%
1,328
+265
578
$44.2K ﹤0.01%
12,178
579
$40K ﹤0.01%
10,913
+133
580
$35.4K ﹤0.01%
+14,500
581
$35.1K ﹤0.01%
13,754
582
$34K ﹤0.01%
40,000
+20,000
583
$33.9K ﹤0.01%
+18,500
584
$33K ﹤0.01%
20,000
585
$29.9K ﹤0.01%
10,959
586
$24.8K ﹤0.01%
7,180
587
$24.4K ﹤0.01%
1,000
+500
588
$23.9K ﹤0.01%
+2,500
589
$23.6K ﹤0.01%
13,800
590
$10.2K ﹤0.01%
+11,800
591
$9K ﹤0.01%
10,693
592
$5.79K ﹤0.01%
300
593
– –
-2,033
594
– –
-14,320
595
– –
-11,700
596
– –
-24,926
597
– –
-80,547
598
– –
-2,445
599
– –
-40,266
600
– –
-4,288
21 22 23
24
25