MFIM

Mesirow Financial Investment Management Portfolio holdings

AUM $4.87B
1-Year Est. Return 20.13%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.13B
AUM Growth
-$31.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
626
New
Increased
Reduced
Closed

Top Buys

1 +$32.1M
2 +$17.2M
3 +$16.3M
4
MSFT icon
Microsoft
MSFT
+$7.45M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.88M

Top Sells

1 +$111M
2 +$49.4M
3 +$31.1M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$27.5M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$20.2M

Sector Composition

1 Financials 16.09%
2 Technology 12.62%
3 Communication Services 4.86%
4 Industrials 4.43%
5 Healthcare 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$25.9M 0.51%
35,118
-2,685
52
$25.7M 0.5%
152,451
-409
53
$25.3M 0.49%
538,416
-2,045
54
$25.1M 0.49%
195,441
+14,746
55
$24.7M 0.48%
90,641
-321
56
$24.1M 0.47%
75,612
-535
57
$24M 0.47%
106,843
+1,665
58
$24M 0.47%
583,476
+1,722
59
$23.9M 0.47%
244,212
+333
60
$23.8M 0.46%
144,648
+3,387
61
$23.6M 0.46%
77,584
+567
62
$23.3M 0.45%
22,220
+159
63
$23.3M 0.45%
83,131
+1,454
64
$23.2M 0.45%
58,670
+43,487
65
$23.1M 0.45%
169,478
+1,388
66
$22.3M 0.43%
169,579
-14,578
67
$21.8M 0.43%
263,045
-244,281
68
$20.4M 0.4%
94,548
+38
69
$19.7M 0.38%
141,784
-134,002
70
$19M 0.37%
51,794
+406
71
$18.9M 0.37%
96,768
-1,652
72
$18.5M 0.36%
120,873
-1,389
73
$18.1M 0.35%
58,146
+8,966
74
$17.6M 0.34%
160,286
-3,645
75
$17.5M 0.34%
160,643
+3,019