MFIM

Mesirow Financial Investment Management Portfolio holdings

AUM $6.18B
1-Year Est. Return 18.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.59B
AUM Growth
+$461M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
565
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$10.9M
3
+$10.8M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$8.26M
5
MGC icon
Vanguard Mega Cap 300 Index ETF
MGC
+$5.25M

Top Sells

1
+$16.5M
2
+$4.02M
3
+$2.97M
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$2.56M
5
AVGO icon
Broadcom
AVGO
+$2.5M

Sector Composition

1 Financials 15.81%
2 Technology 13.06%
3 Communication Services 5.49%
4 Industrials 4.42%
5 Healthcare 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$6.54M 0.12%
44,682
-82
127
$6.48M 0.12%
94,660
+552
128
$6.46M 0.12%
65,975
+2,128
129
$6.46M 0.12%
94,200
130
$6.41M 0.11%
25,227
+1,530
131
$6.28M 0.11%
22,258
-1,163
132
$5.51M 0.1%
16,752
+353
133
$5.28M 0.09%
6,834
+2
134
$5.27M 0.09%
119,804
+8,866
135
$5.26M 0.09%
19,481
+2,448
136
$5.23M 0.09%
11,752
-508
137
$5.19M 0.09%
38,597
-313
138
$5.18M 0.09%
18,533
+1,404
139
$4.86M 0.09%
66,948
-96
140
$4.75M 0.08%
15,775
-511
141
$4.7M 0.08%
56,916
+257
142
$4.63M 0.08%
15,783
-153
143
$4.62M 0.08%
31,992
+538
144
$4.43M 0.08%
39,359
+1,365
145
$4.42M 0.08%
57,831
-2,144
146
$4.24M 0.08%
15,038
-40
147
$4.09M 0.07%
31,442
+415
148
$4M 0.07%
32,349
+728
149
$3.96M 0.07%
53,283
+6,113
150
$3.94M 0.07%
46,986
-51
4 5
6
7 8