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
$4.44B
AUM Growth
+$44.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
544
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$4.44M
3
+$4.05M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.96M
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$3.62M

Top Sells

1
+$2.95M
2
+$2.56M
3
+$2.34M
4
GLD icon
SPDR Gold Trust
GLD
+$2.32M
5
CHD icon
Church & Dwight Co
CHD
+$2.08M

Sector Composition

1 Financials 14.63%
2 Technology 13.11%
3 Communication Services 5.5%
4 Healthcare 5.48%
5 Industrials 5.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$14.4M 0.32%
15,892
-228
77
$13.9M 0.31%
279,757
+213,342
78
$13.9M 0.31%
577,809
-49,553
79
$13.3M 0.3%
75,513
-3,967
80
$13.2M 0.3%
24,662
-520
81
$13.2M 0.3%
115,177
-137
82
$13M 0.29%
242,658
-4,769
83
$13M 0.29%
203,582
-883
84
$12.9M 0.29%
446,639
+1,684
85
$12.9M 0.29%
104,424
+1,004
86
$12.6M 0.28%
99,219
+2,603
87
$12.6M 0.28%
168,734
-2,188
88
$11.8M 0.27%
24,705
+191
89
$11.8M 0.27%
151,544
-1,018
90
$11.4M 0.26%
117,528
+188
91
$11.3M 0.25%
51,867
-377
92
$10.9M 0.25%
391,014
-1,936
93
$10.9M 0.25%
138,930
+128
94
$10.6M 0.24%
64,422
-610
95
$10.5M 0.24%
90,800
+3,469
96
$10.4M 0.23%
64,911
+88
97
$10.3M 0.23%
98,088
-4,630
98
$10.2M 0.23%
394,575
+7,563
99
$10.2M 0.23%
138,325
+157
100
$9.81M 0.22%
43,376
+1,063
2 3
4
5 6