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
$5.17B
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
601
– –
-5,754
602
– –
-2,384
603
– –
-5,395
604
– –
-1,930
605
– –
-1,004,980
606
– –
-11,711
607
– –
-6,679
608
– –
-68,252
609
– –
-10,000
610
– –
-341
611
– –
-1,644
612
– –
-2,033
613
– –
-2,186
614
– –
-88,260
615
– –
-17,250
21 22 23 24
25