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
$5.03B
AUM Growth
-$134M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
630
New
Increased
Reduced
Closed

Top Buys

1
+$79.6M
2
+$29.9M
3
+$22M
4
VUG icon
Vanguard Growth ETF
VUG
+$9.01M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$8.85M

Top Sells

1
+$68.3M
2
+$39.3M
3
+$33.2M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$24.5M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$22M

Sector Composition

1 Financials 15.13%
2 Technology 13.38%
3 Industrials 5.56%
4 Communication Services 5.14%
5 Healthcare 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$6M 0.12%
98,762
-101,342
127
$5.79M 0.12%
14,342
+3,364
128
$5.72M 0.11%
6,419
-237
129
$5.58M 0.11%
94,320
+2,551
130
$5.46M 0.11%
15,158
-2,978
131
$5.37M 0.11%
53,454
+218
132
$5.05M 0.1%
230,654
+18,857
133
$5.03M 0.1%
46,500
134
$4.88M 0.1%
32,983
-2,935
135
$4.81M 0.1%
48,375
-438
136
$4.73M 0.09%
16,141
+305
137
$4.55M 0.09%
38,715
+2,533
138
$4.44M 0.09%
142,126
+121,111
139
$4.41M 0.09%
129,932
+62,477
140
$4.4M 0.09%
204,733
-19,966
141
$4.4M 0.09%
4,172
+2,088
142
$4.36M 0.09%
386,400
143
$4.06M 0.08%
44,628
-746
144
$4.03M 0.08%
16,783
+52
145
$3.96M 0.08%
6,953
-176
146
$3.93M 0.08%
+97,173
147
$3.76M 0.07%
23,764
148
$3.75M 0.07%
86,804
+4,764
149
$3.74M 0.07%
10,224
+18
150
$3.72M 0.07%
176,931
-9,059
4 5
6
7 8