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
$5.17B
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
51
$26.8M 0.52%
216,575
-2,588
52
$25.6M 0.49%
561,805
-20,535
53
$25.1M 0.49%
91,768
+14
54
$24.3M 0.47%
187,850
-39,683
55
$24.3M 0.47%
310,704
+11,347
56
$24M 0.46%
159,036
-104
57
$22.6M 0.44%
39,414
+428
58
$21.7M 0.42%
225,917
-246
59
$21.5M 0.42%
75,839
+824
60
$21.1M 0.41%
176,650
-471
61
$21M 0.41%
630,118
+106,420
62
$20.6M 0.4%
430,220
+216,289
63
$20.5M 0.4%
246,817
-5,973
64
$20.5M 0.4%
50,592
+1,197
65
$20.5M 0.4%
53,345
-18,554
66
$20.4M 0.39%
75,192
+450
67
$20.3M 0.39%
91,807
-60
68
$20.2M 0.39%
124,519
-1,177
69
$19.9M 0.38%
100,878
+1,573
70
$19.8M 0.38%
116,038
+2,591
71
$19.4M 0.38%
170,347
-1,739
72
$17.4M 0.34%
380,097
+6,546
73
$16.4M 0.32%
59,774
+40,824
74
$16.1M 0.31%
82,298
+42,258
75
$15.9M 0.31%
166,129
-1
1 2
3
4 5