MFIM
Mesirow Financial Investment Management Portfolio holdings
AUM
$5.13B
1-Year Est. Return
15.81%
1 Year Est. Return
+15.81%
AUM
$5.16B
AUM Growth
+$126M
(+2.5%)
Holding
631
Top Buys
| 1 | +$109M | |
| 2 | +$48.5M | |
| 3 | +$38.5M | |
| 4 |
iShares MSCI EAFE ETF
EFA
|
+$29M |
| 5 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$21.6M |
Top Sells
| 1 | +$66.3M | |
| 2 | +$33.1M | |
| 3 | +$32.1M | |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$9.09M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
626
Triumph Financial Inc
TFIN
$1.25B
| – | – |
-2,930
|
|
||
627
TRI-Continental Corp
TY
$1.76B
| – | – |
-12,188
|
|
||
628
United Airlines
UAL
$32.1B
| – | – |
-2,296
|
|
||
|
AMTM
629
Amentum Holdings
AMTM
$5.45B
| – | – |
-176,931
|
|
||
|
PRSU
630
Pursuit Attractions and Hospitality Inc
PRSU
$1,000M
| – | – |
-6,094
|
|