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
$4.4B
AUM Growth
+$1.66B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
621
New
Increased
Reduced
Closed

Top Buys

1
+$138M
2
+$33.4M
3
+$28.3M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$24.3M
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$22.7M

Top Sells

1
+$21M
2
+$2.45M
3
+$2.24M
4
FITB icon
Fifth Third Bancorp
FITB
+$1.98M
5
WK icon
Workiva
WK
+$1.8M

Sector Composition

1 Financials 15.25%
2 Technology 11.94%
3 Healthcare 5.92%
4 Industrials 5.51%
5 Communication Services 4.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$14.2M 0.32%
113,001
+6,735
77
$14.1M 0.32%
166,652
+1,871
78
$14M 0.32%
25,182
+440
79
$13.9M 0.32%
152,562
+13,516
80
$13.7M 0.31%
453,266
+278,177
81
$13.4M 0.3%
222,733
+3,034
82
$13M 0.3%
444,955
+54,900
83
$12.8M 0.29%
247,427
+13,145
84
$12.7M 0.29%
96,616
+9,136
85
$12.6M 0.29%
170,922
+11,574
86
$12.5M 0.29%
16,120
+1,548
87
$12.5M 0.28%
204,465
+4,020
88
$12.1M 0.28%
138,802
+3,769
89
$11.9M 0.27%
77,448
+35,084
90
$11.7M 0.27%
146,834
+6,213
91
$11.5M 0.26%
110,641
+6,865
92
$11.2M 0.26%
64,823
+2,545
93
$11.1M 0.25%
52,244
+3,181
94
$10.9M 0.25%
392,950
+51,966
95
$10.9M 0.25%
24,514
+164
96
$10.8M 0.24%
102,718
-15,250
97
$10.6M 0.24%
65,032
+6,024
98
$10.4M 0.24%
387,012
+64,617
99
$10.2M 0.23%
87,331
+3,690
100
$10M 0.23%
138,168
+6,825
2 3
4
5 6