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
$4.4B
AUM Growth
+$1.66B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
621
New
Increased
Reduced
Closed

Top Buys

1
+$138M
2
+$33.4M
3
+$28.3M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$24.3M
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$22.7M

Top Sells

1
+$21M
2
+$2.45M
3
+$2.24M
4
FITB icon
Fifth Third Bancorp
FITB
+$1.98M
5
WK icon
Workiva
WK
+$1.8M

Sector Composition

1 Financials 15.25%
2 Technology 11.94%
3 Healthcare 5.92%
4 Industrials 5.51%
5 Communication Services 4.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$3.26M 0.07%
228,347
+4,568
152
$3.24M 0.07%
23,103
+3,118
153
$3.19M 0.07%
75,172
+658
154
$3.17M 0.07%
35,606
+445
155
$3.11M 0.07%
16,804
+2,441
156
$3M 0.07%
177,245
+74,577
157
$3M 0.07%
31,874
+6,041
158
$2.94M 0.07%
40,473
+8,285
159
$2.93M 0.07%
10,786
+1,006
160
$2.85M 0.06%
67,893
+13,276
161
$2.84M 0.06%
30,066
+3,689
162
$2.77M 0.06%
9,233
-64
163
$2.75M 0.06%
6,479
+212
164
$2.72M 0.06%
62,802
+9,722
165
$2.68M 0.06%
20,369
-252
166
$2.67M 0.06%
56,348
+5,927
167
$2.65M 0.06%
48,926
+8,429
168
$2.65M 0.06%
93,476
+19,150
169
$2.63M 0.06%
16,116
+385
170
$2.63M 0.06%
82,720
+2,850
171
$2.6M 0.06%
1,003,630
+2,108
172
$2.6M 0.06%
2,697
+133
173
$2.57M 0.06%
11,961
+4,802
174
$2.56M 0.06%
161,378
+1
175
$2.49M 0.06%
9,547
+795
5 6
7
8 9