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
$5.17B
AUM Growth
+$727M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
616
New
Increased
Reduced
Closed

Top Buys

1
+$70.8M
2
+$48.4M
3
+$35.5M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$33.9M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$26.9M

Top Sells

1
+$20.3M
2
+$7.12M
3
+$5.14M
4
BP icon
BP
BP
+$5M
5
MCD icon
McDonald's
MCD
+$4.65M

Sector Composition

1 Financials 14.15%
2 Technology 12.01%
3 Healthcare 5.28%
4 Industrials 4.97%
5 Communication Services 4.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$5.54M 0.11%
48,813
-23,607
127
$5.04M 0.1%
22,796
-1,535
128
$4.88M 0.09%
91,769
-6,249
129
$4.85M 0.09%
53,236
+53
130
$4.72M 0.09%
6,656
-317
131
$4.71M 0.09%
45,374
-173
132
$4.7M 0.09%
48,842
+24,441
133
$4.69M 0.09%
35,918
-761
134
$4.68M 0.09%
46,500
-6,000
135
$4.63M 0.09%
386,400
+3
136
$4.47M 0.09%
13,882
+106
137
$4.44M 0.09%
211,797
+52,007
138
$4.38M 0.08%
15,836
+894
139
$4.34M 0.08%
32,130
+16,047
140
$4.24M 0.08%
16,325
+158
141
$4.18M 0.08%
171,936
+1,315
142
$4.08M 0.08%
14,681
+104
143
$3.97M 0.08%
16,731
+46
144
$3.97M 0.08%
20,694
+523
145
$3.97M 0.08%
36,182
+2,137
146
$3.95M 0.08%
38,493
-97
147
$3.75M 0.07%
6,420
-36
148
$3.75M 0.07%
82,040
+19,704
149
$3.62M 0.07%
48,222
+3,163
150
$3.53M 0.07%
48,597
-594
4 5
6
7 8