MFIM

Mesirow Financial Investment Management Portfolio holdings

AUM $4.87B
1-Year Est. Return 20.13%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.13B
AUM Growth
-$31.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
626
New
Increased
Reduced
Closed

Top Buys

1 +$32.1M
2 +$17.2M
3 +$16.3M
4
MSFT icon
Microsoft
MSFT
+$7.45M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.88M

Top Sells

1 +$111M
2 +$49.4M
3 +$31.1M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$27.5M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$20.2M

Sector Composition

1 Financials 16.09%
2 Technology 12.62%
3 Communication Services 4.86%
4 Industrials 4.43%
5 Healthcare 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$11.1M 0.22%
47,631
+194
102
$10.8M 0.21%
443,466
+5,292
103
$10.7M 0.21%
215,448
+1,537
104
$10.6M 0.21%
83,402
+2,484
105
$10.5M 0.2%
57,482
+465
106
$10.4M 0.2%
65,344
-2,655
107
$10.4M 0.2%
115,616
+2,618
108
$9.77M 0.19%
332,185
-4,361
109
$9.68M 0.19%
289,500
+27,263
110
$9.18M 0.18%
85,172
-81,360
111
$9.06M 0.18%
387,685
-6,615
112
$8.93M 0.17%
256,624
-12,348
113
$8.88M 0.17%
66,320
+3,440
114
$8.66M 0.17%
191,052
+2,949
115
$8.49M 0.17%
236,970
+14,618
116
$8.42M 0.16%
331,426
+11,647
117
$8.21M 0.16%
33,194
-2,212
118
$7.77M 0.15%
147,807
+873
119
$7.63M 0.15%
101,287
-98,517
120
$7.12M 0.14%
232,173
-8,459
121
$7.11M 0.14%
167,078
+25,075
122
$7.01M 0.14%
289,105
-58,026
123
$6.98M 0.14%
44,764
+716
124
$6.9M 0.13%
23,421
+1,102
125
$6.87M 0.13%
299,583
-660