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
$4.4B
AUM Growth
+$1.66B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
621
New
Increased
Reduced
Closed

Top Buys

1
+$138M
2
+$33.4M
3
+$28.3M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$24.3M
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$22.7M

Top Sells

1
+$21M
2
+$2.45M
3
+$2.24M
4
FITB icon
Fifth Third Bancorp
FITB
+$1.98M
5
WK icon
Workiva
WK
+$1.8M

Sector Composition

1 Financials 15.25%
2 Technology 11.94%
3 Healthcare 5.92%
4 Industrials 5.51%
5 Communication Services 4.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$23.1M 0.53%
159,217
+703
52
$22.8M 0.52%
306,659
+32,590
53
$22.5M 0.51%
274,749
-8,876
54
$21M 0.48%
184,966
+23,588
55
$20.7M 0.47%
82,894
+2,109
56
$20.2M 0.46%
127,747
+11,665
57
$20M 0.45%
76,887
+3,486
58
$19.7M 0.45%
40,658
+8,754
59
$19.5M 0.44%
176,389
+9,470
60
$19.3M 0.44%
91,839
+7,343
61
$18.9M 0.43%
49,335
+3,880
62
$18.5M 0.42%
98,797
-178
63
$18.3M 0.42%
98,035
+9,152
64
$18M 0.41%
21,644
+366
65
$17.8M 0.4%
28
+20
66
$17.4M 0.4%
111,618
+32,466
67
$16.9M 0.38%
60,002
+20,139
68
$16.6M 0.38%
72,798
+3,530
69
$15.7M 0.36%
117,340
+1,722
70
$15.6M 0.36%
30,949
+5,890
71
$15.6M 0.35%
179,937
+11,111
72
$15.5M 0.35%
376,915
-5,483
73
$15M 0.34%
627,362
+34,891
74
$14.7M 0.33%
115,314
+5,614
75
$14.3M 0.33%
79,480
+11,610
1 2
3
4 5