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
576
$65.3K ﹤0.01%
21,398
577
$59.4K ﹤0.01%
30,764
578
$58.3K ﹤0.01%
12,178
-12,178
579
$47K ﹤0.01%
13,666
+35
580
$39K ﹤0.01%
11,183
+136
581
$31.8K ﹤0.01%
18,500
582
$28.8K ﹤0.01%
20,000
583
$27.8K ﹤0.01%
10,959
584
$25.8K ﹤0.01%
10,693
585
$23.7K ﹤0.01%
13,800
586
$22.1K ﹤0.01%
+20,000
587
$20.5K ﹤0.01%
13,754
588
$9.03K ﹤0.01%
20,000
-1
589
$8.14K ﹤0.01%
20,000
590
$7.74K ﹤0.01%
11,800
591
$3.28K ﹤0.01%
500
592
$2.46K ﹤0.01%
300
593
$332 ﹤0.01%
+15,000
594
– –
-100,423
595
– –
-195,737
596
– –
-1,889
597
– –
-2,056
598
– –
-3,797
599
– –
-12,074
600
– –
-5,590
22 23
24
25 26