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
$4.44B
AUM Growth
+$44.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
544
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$4.44M
3
+$4.05M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.96M
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$3.62M

Top Sells

1
+$2.95M
2
+$2.56M
3
+$2.34M
4
GLD icon
SPDR Gold Trust
GLD
+$2.32M
5
CHD icon
Church & Dwight Co
CHD
+$2.08M

Sector Composition

1 Financials 14.63%
2 Technology 13.11%
3 Communication Services 5.5%
4 Healthcare 5.48%
5 Industrials 5.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$5.16M 0.12%
124,934
+57,041
127
$4.98M 0.11%
18,950
-11,203
128
$4.83M 0.11%
149,656
+19,071
129
$4.71M 0.11%
6,973
-415
130
$4.66M 0.1%
98,018
-12,929
131
$4.55M 0.1%
21,282
+1,674
132
$4.43M 0.1%
386,397
-50,185
133
$4.42M 0.1%
45,547
+135
134
$4.36M 0.1%
140,924
-1,430
135
$4.34M 0.1%
53,183
+40
136
$4.31M 0.1%
13,776
-117
137
$4.21M 0.09%
24,331
+931
138
$4.13M 0.09%
7,077
-24
139
$4.06M 0.09%
170,621
+20,043
140
$3.86M 0.09%
36,679
-3,684
141
$3.71M 0.08%
20,171
-43
142
$3.65M 0.08%
14,577
-520
143
$3.64M 0.08%
16,685
-1,132
144
$3.58M 0.08%
14,942
-2
145
$3.43M 0.08%
10,277
-719
146
$3.39M 0.08%
38,590
+620
147
$3.38M 0.08%
14,435
-861
148
$3.36M 0.08%
75,812
+640
149
$3.33M 0.08%
159,790
-13,300
150
$3.33M 0.07%
34,045
-7,500
4 5
6
7 8