MFIM

Mesirow Financial Investment Management Portfolio holdings

AUM $6.18B
1-Year Est. Return 18.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.59B
AUM Growth
+$461M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
565
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$10.9M
3
+$10.8M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$8.26M
5
MGC icon
Vanguard Mega Cap 300 Index ETF
MGC
+$5.25M

Top Sells

1
+$16.5M
2
+$4.02M
3
+$2.97M
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$2.56M
5
AVGO icon
Broadcom
AVGO
+$2.5M

Sector Composition

1 Financials 15.81%
2 Technology 13.06%
3 Communication Services 5.49%
4 Industrials 4.42%
5 Healthcare 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$19.7M 0.35%
163,258
+2,615
77
$19.6M 0.35%
32,580
+1,507
78
$19.2M 0.34%
159,115
-1,171
79
$16.3M 0.29%
305,636
-4,865
80
$16.3M 0.29%
81,769
+1,388
81
$16.2M 0.29%
246,387
+2,499
82
$15.2M 0.27%
603,301
-3,446
83
$15.1M 0.27%
25,355
-109
84
$14.5M 0.26%
103,444
+1,111
85
$14.1M 0.25%
100,646
-115,861
86
$13.8M 0.25%
569,624
+12,735
87
$13.8M 0.25%
441,123
-1,004
88
$13.7M 0.25%
206,637
+436
89
$13.7M 0.24%
155,008
-68
90
$13.6M 0.24%
186,739
+240
91
$13.5M 0.24%
270,825
-17,789
92
$13.4M 0.24%
51,609
-79
93
$13.2M 0.24%
43,423
-111
94
$13.2M 0.24%
138,119
+533
95
$13.1M 0.23%
61,050
-1,467
96
$12.8M 0.23%
367,638
+78,138
97
$12.6M 0.23%
463,281
+4,433
98
$12.2M 0.22%
148,879
+1,072
99
$12M 0.22%
221,835
+6,387
100
$11.8M 0.21%
15,495
+220
2 3
4
5 6