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
$5.03B
AUM Growth
-$134M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
630
New
Increased
Reduced
Closed

Top Buys

1
+$79.6M
2
+$29.9M
3
+$22M
4
VUG icon
Vanguard Growth ETF
VUG
+$9.01M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$8.85M

Top Sells

1
+$68.3M
2
+$39.3M
3
+$33.2M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$24.5M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$22M

Sector Composition

1 Financials 15.13%
2 Technology 13.38%
3 Industrials 5.56%
4 Communication Services 5.14%
5 Healthcare 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$24.7M 0.49%
741,600
+111,482
52
$24.3M 0.48%
549,790
-12,015
53
$23.1M 0.46%
39,382
-32
54
$22.9M 0.45%
141,317
-114,218
55
$22.7M 0.45%
158,993
-43
56
$22.6M 0.45%
22,041
+21,507
57
$22.3M 0.44%
75,267
+75
58
$22.3M 0.44%
317,270
+6,566
59
$21.9M 0.44%
75,721
-118
60
$21.9M 0.44%
103,019
-93,929
61
$21.7M 0.43%
240,564
-241,254
62
$21.5M 0.43%
81,235
-83,425
63
$21M 0.42%
178,806
+2,156
64
$20.1M 0.4%
245,727
-1,090
65
$20.1M 0.4%
90,767
-1,040
66
$19.7M 0.39%
50,717
+125
67
$19.4M 0.39%
116,463
+425
68
$19.1M 0.38%
168,986
-1,361
69
$18.8M 0.37%
98,256
-2,622
70
$17.9M 0.36%
123,890
-629
71
$16.8M 0.33%
165,068
-1,061
72
$16.7M 0.33%
131,751
+43,181
73
$15.2M 0.3%
147,203
-188,997
74
$14.9M 0.3%
355,916
-24,181
75
$14.7M 0.29%
28,677
+1,657
1 2
3
4 5