MFIM

Mesirow Financial Investment Management Portfolio holdings

AUM $4.87B
1-Year Est. Return 20.13%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.13B
AUM Growth
-$31.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
626
New
Increased
Reduced
Closed

Top Buys

1 +$32.1M
2 +$17.2M
3 +$16.3M
4
MSFT icon
Microsoft
MSFT
+$7.45M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.88M

Top Sells

1 +$111M
2 +$49.4M
3 +$31.1M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$27.5M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$20.2M

Sector Composition

1 Financials 16.09%
2 Technology 12.62%
3 Communication Services 4.86%
4 Industrials 4.43%
5 Healthcare 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$6.53M 0.13%
94,108
-353
127
$6.26M 0.12%
71,766
+63,908
128
$5.96M 0.12%
63,847
+7,502
129
$5.62M 0.11%
23,697
-1,161
130
$5.61M 0.11%
255,619
+23,164
131
$5.54M 0.11%
94,200
132
$5.29M 0.1%
16,399
+773
133
$5.01M 0.1%
6,832
-75
134
$4.93M 0.1%
38,910
-1,857
135
$4.91M 0.1%
15,936
+16
136
$4.71M 0.09%
110,938
+12,920
137
$4.69M 0.09%
17,033
-344
138
$4.43M 0.09%
11,174
-973
139
$4.38M 0.09%
56,659
+7,664
140
$4.21M 0.08%
15,078
+864
141
$4.19M 0.08%
16,286
-510
142
$4.18M 0.08%
51,219
-2,228
143
$4.13M 0.08%
31,027
-587
144
$4M 0.08%
23,689
+4
145
$3.98M 0.08%
43,815
-142
146
$3.94M 0.08%
37,994
-43
147
$3.89M 0.08%
12,260
-1,073
148
$3.88M 0.08%
31,454
+246
149
$3.88M 0.08%
17,129
+723
150
$3.87M 0.08%
17,524
-735