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
$5.03B
AUM Growth
-$134M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
630
New
Increased
Reduced
Closed

Top Buys

1
+$79.6M
2
+$29.9M
3
+$22M
4
VUG icon
Vanguard Growth ETF
VUG
+$9.01M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$8.85M

Top Sells

1
+$68.3M
2
+$39.3M
3
+$33.2M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$24.5M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$22M

Sector Composition

1 Financials 15.13%
2 Technology 13.38%
3 Industrials 5.56%
4 Communication Services 5.14%
5 Healthcare 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$14.6M 0.29%
25,593
+100
77
$14.3M 0.28%
77,524
+1,365
78
$14.2M 0.28%
105,719
-852
79
$14.1M 0.28%
450,396
+4,590
80
$14M 0.28%
557,249
+313,810
81
$13.8M 0.27%
278,418
-1,025
82
$13.6M 0.27%
102,613
+1,525
83
$13.5M 0.27%
148,310
-2,084
84
$13.4M 0.27%
257,248
+14,679
85
$12.9M 0.26%
52,214
+244
86
$12.8M 0.25%
28,852
-589
87
$12.8M 0.25%
205,571
+868
88
$12.6M 0.25%
43,600
-54
89
$12.4M 0.25%
16,046
+43
90
$12.2M 0.24%
159,818
+977
91
$12.1M 0.24%
62,764
-3,383
92
$11.9M 0.24%
492,853
+320,917
93
$11.7M 0.23%
429,664
+15,328
94
$11.2M 0.22%
99,510
-18,673
95
$11.1M 0.22%
112,310
-3,314
96
$10.9M 0.22%
65,149
+152
97
$10.8M 0.21%
102,264
+1,093
98
$10.7M 0.21%
215,570
+106
99
$10.6M 0.21%
133,227
-2,410
100
$10.5M 0.21%
46,262
+1,722
2 3
4
5 6