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
$4.44B
AUM Growth
+$44.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
544
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$4.44M
3
+$4.05M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.96M
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$3.62M

Top Sells

1
+$2.95M
2
+$2.56M
3
+$2.34M
4
GLD icon
SPDR Gold Trust
GLD
+$2.32M
5
CHD icon
Church & Dwight Co
CHD
+$2.08M

Sector Composition

1 Financials 14.63%
2 Technology 13.11%
3 Communication Services 5.5%
4 Healthcare 5.48%
5 Industrials 5.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$22.5M 0.51%
226,163
+304
52
$21.8M 0.49%
299,357
-7,302
53
$20.7M 0.47%
252,790
-21,959
54
$20.1M 0.45%
75,015
-1,872
55
$20M 0.45%
177,121
+732
56
$19.8M 0.45%
81,644
-1,250
57
$19.7M 0.44%
38,986
-1,672
58
$19.3M 0.44%
97,974
-61
59
$18.6M 0.42%
91,867
+28
60
$18.4M 0.41%
125,696
-2,051
61
$18.1M 0.41%
99,305
+508
62
$17.9M 0.4%
172,086
-12,880
63
$17.6M 0.4%
116,615
+4,997
64
$17.3M 0.39%
31,195
+246
65
$17.3M 0.39%
74,742
+1,944
66
$17.2M 0.39%
21,861
+217
67
$17.1M 0.39%
28
68
$17M 0.38%
49,395
+60
69
$16.5M 0.37%
523,698
+70,432
70
$16.2M 0.37%
239,904
+17,171
71
$16M 0.36%
113,447
+446
72
$15.9M 0.36%
169,820
-10,117
73
$15.9M 0.36%
373,551
-3,364
74
$15.4M 0.35%
166,130
-522
75
$15M 0.34%
58,936
-1,066
1 2
3
4 5