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
$5.13B
AUM Growth
-$31.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
626
New
Increased
Reduced
Closed

Top Buys

1 +$33.6M
2 +$17.2M
3 +$17.2M
4
MSFT icon
Microsoft
MSFT
+$8.53M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.62M

Top Sells

1 +$120M
2 +$52.6M
3 +$32.5M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$29.1M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$20.2M

Sector Composition

1 Financials 16.09%
2 Technology 12.62%
3 Communication Services 4.86%
4 Industrials 4.43%
5 Healthcare 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
WBX.WS
626
DELISTED
Wallbox N.V. Warrants, each warrant to purchase one Class A Ordinary Share
WBX.WS
-15,000