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
101
$11.2M 0.22%
105,808
+3,544
102
$10.8M 0.21%
137,909
-935
103
$10.6M 0.21%
438,174
+60,133
104
$10M 0.19%
47,437
+1,175
105
$9.68M 0.19%
213,911
-1,026
106
$9.6M 0.19%
336,546
+6,794
107
$9.56M 0.19%
97,599
-1,911
108
$9.21M 0.18%
394,300
-2,203
109
$9.05M 0.18%
57,017
+545
110
$8.82M 0.17%
268,972
-8,000
111
$8.8M 0.17%
347,131
-1,572
112
$8.78M 0.17%
79,792
-95
113
$8.78M 0.17%
35,406
-42
114
$8.35M 0.16%
40,459
-1,745
115
$8.33M 0.16%
188,103
+1,962
116
$8.12M 0.16%
262,237
+120,111
117
$8.08M 0.16%
319,779
+58,761
118
$8.06M 0.16%
+214,409
119
$7.39M 0.14%
240,632
+12,486
120
$7.34M 0.14%
222,352
+3,732
121
$7.25M 0.14%
44,048
+5,760
122
$6.89M 0.13%
300,243
+577
123
$6.73M 0.13%
146,934
+1,782
124
$6.14M 0.12%
32,651
-175,985
125
$5.86M 0.11%
62,880
-1,310
3 4
5
6 7