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
$5.17B
AUM Growth
+$727M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
616
New
Increased
Reduced
Closed

Top Buys

1
+$70.8M
2
+$48.4M
3
+$35.5M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$33.9M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$26.9M

Top Sells

1
+$20.3M
2
+$7.12M
3
+$5.14M
4
BP icon
BP
BP
+$5M
5
MCD icon
McDonald's
MCD
+$4.65M

Sector Composition

1 Financials 14.15%
2 Technology 12.01%
3 Healthcare 5.28%
4 Industrials 4.97%
5 Communication Services 4.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$10.5M 0.2%
89,386
-1,414
102
$10.4M 0.2%
88,570
+4,776
103
$9.86M 0.19%
340,610
-50,404
104
$9.75M 0.19%
43,194
-182
105
$9.42M 0.18%
89,917
-624
106
$9.38M 0.18%
400,599
-756
107
$9.3M 0.18%
35,498
-31
108
$9.21M 0.18%
44,540
+23,258
109
$9.08M 0.18%
259,109
+1,966
110
$9M 0.17%
138,813
+488
111
$8.07M 0.16%
128,336
-20,186
112
$7.87M 0.15%
78,973
-292
113
$7.53M 0.15%
185,447
+4,376
114
$7.38M 0.14%
222,128
+5,612
115
$7.35M 0.14%
332,527
+6,685
116
$7.26M 0.14%
211,850
+62,194
117
$7.19M 0.14%
285,355
-15,066
118
$6.98M 0.14%
302,436
-3,717
119
$6.55M 0.13%
18,136
+253
120
$6.52M 0.13%
144,393
+3,375
121
$6.46M 0.12%
53,174
+1,266
122
$6.3M 0.12%
27,072
+568
123
$6.11M 0.12%
243,439
-4,681
124
$6M 0.12%
+185,990
125
$5.82M 0.11%
129,570
+4,636
3 4
5
6 7