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
$4.4B
AUM Growth
+$1.66B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
621
New
Increased
Reduced
Closed

Top Buys

1
+$138M
2
+$33.4M
3
+$28.3M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$24.3M
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$22.7M

Top Sells

1
+$21M
2
+$2.45M
3
+$2.24M
4
FITB icon
Fifth Third Bancorp
FITB
+$1.98M
5
WK icon
Workiva
WK
+$1.8M

Sector Composition

1 Financials 15.25%
2 Technology 11.94%
3 Healthcare 5.92%
4 Industrials 5.51%
5 Communication Services 4.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$9.91M 0.23%
426,491
+31,699
102
$9.75M 0.22%
73,857
+15,309
103
$9.57M 0.22%
35,670
+3,155
104
$9.45M 0.21%
226,148
+21,990
105
$9.35M 0.21%
103,420
-27,060
106
$8.88M 0.2%
211,319
+79,291
107
$8.81M 0.2%
42,313
+3,844
108
$8.72M 0.2%
45,181
+6,792
109
$8.5M 0.19%
249,174
+92,112
110
$8.42M 0.19%
30,153
+3,575
111
$7.2M 0.16%
317,177
+19,331
112
$7.09M 0.16%
282,893
+62,247
113
$6.89M 0.16%
182,812
+34,800
114
$6.81M 0.15%
211,227
+27,835
115
$6.68M 0.15%
39,461
+2,956
116
$6.41M 0.15%
177,254
+7,309
117
$6.4M 0.15%
17,879
+370
118
$6.29M 0.14%
142,354
+9,088
119
$6.29M 0.14%
99,917
+13,472
120
$5.93M 0.14%
51,993
+27,351
121
$5.9M 0.13%
321,619
+11,925
122
$5.7M 0.13%
229,790
+39,798
123
$5.54M 0.13%
110,947
+17,486
124
$5.14M 0.12%
26,006
+10,157
125
$4.83M 0.11%
436,582
+110,401
3 4
5
6 7