MFIM

Mesirow Financial Investment Management Portfolio holdings

AUM $5.59B
1-Year Est. Return 16.91%
This Quarter Est. Return
1 Year Est. Return
+16.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.16B
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
631
New
Increased
Reduced
Closed

Top Buys

1
+$109M
2
+$48.5M
3
+$38.5M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$29M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$21.6M

Top Sells

1
+$66.3M
2
+$33.1M
3
+$32.1M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$9.09M
5
IBM icon
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
51
$24.4M 0.47%
90,962
-529
52
$24.2M 0.47%
540,461
-9,329
53
$22.8M 0.44%
581,754
-4,583
54
$22.7M 0.44%
141,261
-56
55
$22.3M 0.43%
225,996
-384
56
$22.3M 0.43%
168,090
-896
57
$22.3M 0.43%
221,352
+156,492
58
$22.1M 0.43%
375,528
+159,958
59
$22M 0.43%
184,157
-4,591
60
$21.8M 0.42%
37,803
-1,579
61
$21.6M 0.42%
152,860
-6,133
62
$21.4M 0.41%
243,879
+3,315
63
$21.2M 0.41%
105,178
+2,159
64
$21.2M 0.41%
77,017
+1,296
65
$21.1M 0.41%
81,677
+442
66
$21M 0.41%
180,695
+1,889
67
$20.9M 0.4%
22,061
+20
68
$20.5M 0.4%
76,147
+880
69
$20.3M 0.39%
122,262
-1,628
70
$19.8M 0.38%
166,532
+80,260
71
$18.9M 0.37%
94,510
+3,743
72
$18.8M 0.36%
51,388
+671
73
$18.8M 0.36%
98,420
+164
74
$16.8M 0.33%
119,954
+3,491
75
$15.9M 0.31%
86,284
+8,760
1 2
3
4 5