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
$5.17B
AUM Growth
+$727M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
616
New
Increased
Reduced
Closed

Top Buys

1
+$70.8M
2
+$48.4M
3
+$35.5M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$33.9M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$26.9M

Top Sells

1
+$20.3M
2
+$7.12M
3
+$5.14M
4
BP icon
BP
BP
+$5M
5
MCD icon
McDonald's
MCD
+$4.65M

Sector Composition

1 Financials 14.15%
2 Technology 12.01%
3 Healthcare 5.28%
4 Industrials 4.97%
5 Communication Services 4.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$15.2M 0.29%
29,441
-1,754
77
$14.7M 0.28%
204,703
+1,121
78
$14.7M 0.28%
150,394
-1,150
79
$14.5M 0.28%
76,159
+646
80
$14.5M 0.28%
25,493
+831
81
$14.4M 0.28%
101,088
+1,869
82
$14.2M 0.27%
16,003
+111
83
$14M 0.27%
279,443
-314
84
$13.9M 0.27%
242,569
-89
85
$13.7M 0.27%
570,644
-7,165
86
$13.3M 0.26%
43,654
-15,282
87
$13.3M 0.26%
200,104
+99,463
88
$13.2M 0.26%
27,020
+2,315
89
$13M 0.25%
445,806
-833
90
$12.9M 0.25%
106,571
+2,147
91
$12.5M 0.24%
66,147
+1,236
92
$12.5M 0.24%
158,841
-9,893
93
$12.2M 0.24%
135,637
-3,293
94
$12.2M 0.24%
115,624
+447
95
$12.1M 0.23%
118,183
+655
96
$12M 0.23%
51,970
+103
97
$11.7M 0.23%
414,336
+19,761
98
$11.3M 0.22%
64,997
+575
99
$10.7M 0.21%
101,171
+3,083
100
$10.7M 0.21%
215,464
+4,145
2 3
4
5 6