MFIM

Mesirow Financial Investment Management Portfolio holdings

AUM $5.59B
1-Year Est. Return 16.91%
This Quarter Est. Return
1 Year Est. Return
+16.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.16B
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
631
New
Increased
Reduced
Closed

Top Buys

1
+$109M
2
+$48.5M
3
+$38.5M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$29M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$21.6M

Top Sells

1
+$66.3M
2
+$33.1M
3
+$32.1M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$9.09M
5
IBM icon
IBM
IBM
+$5.75M

Sector Composition

1 Financials 16.27%
2 Technology 11.16%
3 Healthcare 4.6%
4 Industrials 4.44%
5 Communication Services 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$15.4M 0.3%
610,972
+53,723
77
$15.4M 0.3%
449,756
-640
78
$15.3M 0.3%
350,749
-5,167
79
$15.2M 0.29%
163,931
-1,137
80
$14.9M 0.29%
207,471
+1,900
81
$14.6M 0.28%
157,624
+10,421
82
$14.3M 0.28%
26,716
+1,123
83
$14.1M 0.27%
30,166
+1,489
84
$14.1M 0.27%
104,104
+1,491
85
$14M 0.27%
44,903
+1,303
86
$14M 0.27%
280,885
+2,467
87
$13.4M 0.26%
553,501
+60,648
88
$13.2M 0.26%
199,804
+101,042
89
$13.2M 0.26%
134,321
-13,989
90
$13M 0.25%
62,914
+150
91
$12.9M 0.25%
15,671
-375
92
$12.8M 0.25%
166,710
+6,892
93
$12.3M 0.24%
438,761
+9,097
94
$12M 0.23%
133,135
-92
95
$11.9M 0.23%
112,998
+688
96
$11.8M 0.23%
52,006
-208
97
$11.6M 0.22%
67,999
+2,850
98
$11.4M 0.22%
105,468
-251
99
$11.3M 0.22%
29,584
+732
100
$11.2M 0.22%
31,959
+2,560
2 3
4
5 6