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
$4.44B
AUM Growth
+$44.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
544
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$4.44M
3
+$4.05M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.96M
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$3.62M

Top Sells

1
+$2.95M
2
+$2.56M
3
+$2.34M
4
GLD icon
SPDR Gold Trust
GLD
+$2.32M
5
CHD icon
Church & Dwight Co
CHD
+$2.08M

Sector Composition

1 Financials 14.63%
2 Technology 13.11%
3 Communication Services 5.5%
4 Healthcare 5.48%
5 Industrials 5.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$9.39M 0.21%
90,541
-20,100
102
$9.36M 0.21%
213,931
-12,217
103
$9.32M 0.21%
401,355
-25,136
104
$9.28M 0.21%
211,319
105
$9.25M 0.21%
83,794
+31,801
106
$8.97M 0.2%
72,420
-1,437
107
$8.78M 0.2%
148,522
+1,688
108
$8.43M 0.19%
79,265
+1,817
109
$8.43M 0.19%
35,529
-141
110
$8.22M 0.19%
257,143
+7,969
111
$8.14M 0.18%
44,705
-476
112
$7.55M 0.17%
300,421
+17,528
113
$6.95M 0.16%
40,040
+579
114
$6.94M 0.16%
306,153
-11,024
115
$6.83M 0.15%
216,516
+5,289
116
$6.54M 0.15%
181,133
-1,679
117
$6.48M 0.15%
325,842
+4,223
118
$6.45M 0.15%
181,071
+3,817
119
$6.17M 0.14%
248,120
+18,330
120
$6.1M 0.14%
100,641
+724
121
$6.09M 0.14%
17,883
+4
122
$5.48M 0.12%
141,018
+3,287
123
$5.26M 0.12%
51,908
-276
124
$5.24M 0.12%
52,500
125
$5.16M 0.12%
26,504
+498
3 4
5
6 7