MFIM

Mesirow Financial Investment Management Portfolio holdings

AUM $6.18B
1-Year Est. Return 18.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.59B
AUM Growth
+$461M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
565
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$10.9M
3
+$10.8M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$8.26M
5
MGC icon
Vanguard Mega Cap 300 Index ETF
MGC
+$5.25M

Top Sells

1
+$16.5M
2
+$4.02M
3
+$2.97M
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$2.56M
5
AVGO icon
Broadcom
AVGO
+$2.5M

Sector Composition

1 Financials 15.81%
2 Technology 13.06%
3 Communication Services 5.49%
4 Industrials 4.42%
5 Healthcare 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$26.2M 0.47%
22,489
+269
52
$26M 0.47%
79,263
+1,679
53
$25.9M 0.46%
35,229
+111
54
$25.6M 0.46%
146,499
+1,851
55
$25.5M 0.46%
222,605
-2,391
56
$25.2M 0.45%
167,996
-1,583
57
$25M 0.45%
242,958
-1,254
58
$25M 0.45%
192,427
-19,982
59
$24.9M 0.45%
100,968
+630
60
$24.9M 0.45%
74,889
-723
61
$24.7M 0.44%
502,702
-35,714
62
$24.3M 0.44%
545,748
-37,728
63
$24.1M 0.43%
545,947
+258,678
64
$24.1M 0.43%
328,568
-3,956
65
$22.8M 0.41%
170,424
+946
66
$22.6M 0.4%
93,526
-1,022
67
$22.3M 0.4%
268,607
+5,562
68
$21.9M 0.39%
118,282
-2,591
69
$21.9M 0.39%
59,106
+436
70
$21.8M 0.39%
91,797
+1,156
71
$21.1M 0.38%
52,174
+380
72
$20.7M 0.37%
111,058
+3,496
73
$20.3M 0.36%
142,861
+1,077
74
$20.2M 0.36%
58,453
+307
75
$20M 0.36%
97,018
+250
1 2
3
4 5