MFIM

Mesirow Financial Investment Management Portfolio holdings

AUM $6.18B
1-Year Est. Return 18.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.59B
AUM Growth
+$461M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
565
New
Increased
Reduced
Closed

Top Buys

1 +$17.1M
2 +$10.9M
3 +$10.8M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$8.26M
5
MGC icon
Vanguard Mega Cap 300 Index ETF
MGC
+$5.25M

Top Sells

1 +$16.5M
2 +$4.02M
3 +$2.97M
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$2.56M
5
AVGO icon
Broadcom
AVGO
+$2.5M

Sector Composition

1 Financials 15.81%
2 Technology 13.06%
3 Communication Services 5.49%
4 Industrials 4.42%
5 Healthcare 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$11.6M 0.21%
108,573
+1,070
102
$11.5M 0.21%
81,828
-1,574
103
$11.1M 0.2%
116,824
+1,208
104
$11M 0.2%
453,116
+9,650
105
$10.5M 0.19%
124,014
-4,275
106
$10.3M 0.19%
29,315
-1,874
107
$9.95M 0.18%
50,163
-373
108
$9.83M 0.18%
60,598
+3,116
109
$9.74M 0.17%
252,601
+15,631
110
$9.72M 0.17%
192,537
+1,485
111
$9.53M 0.17%
336,760
+4,575
112
$9.49M 0.17%
61,763
-3,581
113
$9.48M 0.17%
212,638
+45,560
114
$9.3M 0.17%
257,826
+1,202
115
$8.98M 0.16%
79,684
-5,488
116
$8.81M 0.16%
377,248
-10,437
117
$8.71M 0.16%
341,254
+9,828
118
$8.46M 0.15%
32,432
-762
119
$7.87M 0.14%
101,857
+570
120
$7.86M 0.14%
65,570
-750
121
$7.4M 0.13%
233,909
+1,736
122
$7.15M 0.13%
280,613
-8,492
123
$7.06M 0.13%
345,742
+90,123
124
$6.96M 0.12%
71,158
-608
125
$6.83M 0.12%
297,561
-2,022