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
$4.4B
AUM Growth
+$1.66B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
621
New
Increased
Reduced
Closed

Top Buys

1
+$138M
2
+$33.4M
3
+$28.3M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$24.3M
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$22.7M

Top Sells

1
+$21M
2
+$2.45M
3
+$2.24M
4
FITB icon
Fifth Third Bancorp
FITB
+$1.98M
5
WK icon
Workiva
WK
+$1.8M

Sector Composition

1 Financials 15.25%
2 Technology 11.94%
3 Healthcare 5.92%
4 Industrials 5.51%
5 Communication Services 4.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$4.78M 0.11%
52,184
+9,751
127
$4.59M 0.1%
52,500
+4,800
128
$4.54M 0.1%
137,731
+5,036
129
$4.49M 0.1%
7,388
+3,303
130
$4.47M 0.1%
23,400
+6,432
131
$4.26M 0.1%
53,143
+10,043
132
$4.17M 0.09%
130,585
+7,927
133
$4.09M 0.09%
45,412
-1,345
134
$4.07M 0.09%
17,817
-882
135
$4.06M 0.09%
40,363
+2,242
136
$4.02M 0.09%
19,608
+3,515
137
$3.95M 0.09%
13,893
+1,077
138
$3.93M 0.09%
20,214
+982
139
$3.81M 0.09%
7,101
+347
140
$3.79M 0.09%
15,296
+143
141
$3.77M 0.09%
15,097
+1,438
142
$3.73M 0.08%
14,944
+38
143
$3.63M 0.08%
41,545
-37
144
$3.6M 0.08%
173,090
+29,627
145
$3.59M 0.08%
150,578
+23,306
146
$3.35M 0.08%
10,996
+36
147
$3.34M 0.08%
49,182
-1,509
148
$3.3M 0.08%
32,523
+12,048
149
$3.29M 0.07%
66,415
+712
150
$3.27M 0.07%
37,970
+3,440
4 5
6
7 8