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
$4.44B
AUM Growth
+$44.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
544
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$4.44M
3
+$4.05M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.96M
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$3.62M

Top Sells

1
+$2.95M
2
+$2.56M
3
+$2.34M
4
GLD icon
SPDR Gold Trust
GLD
+$2.32M
5
CHD icon
Church & Dwight Co
CHD
+$2.08M

Sector Composition

1 Financials 14.63%
2 Technology 13.11%
3 Communication Services 5.5%
4 Healthcare 5.48%
5 Industrials 5.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$3.32M 0.07%
49,191
+9
152
$3.27M 0.07%
45,059
+33,142
153
$3.25M 0.07%
6,456
-23
154
$3.24M 0.07%
16,167
-637
155
$3.16M 0.07%
28,657
-3,866
156
$2.99M 0.07%
35,546
-60
157
$2.98M 0.07%
41,423
+950
158
$2.97M 0.07%
185,315
+8,070
159
$2.87M 0.06%
8,705
-528
160
$2.79M 0.06%
10,818
+32
161
$2.78M 0.06%
58,020
+1,672
162
$2.76M 0.06%
2,624
-73
163
$2.74M 0.06%
1,004,980
+1,350
164
$2.61M 0.06%
109,939
+26,318
165
$2.58M 0.06%
16,241
-6,862
166
$2.57M 0.06%
23,764
167
$2.57M 0.06%
225,593
-2,754
168
$2.55M 0.06%
37,912
+20
169
$2.51M 0.06%
62,336
+31,965
170
$2.49M 0.06%
54,703
+380
171
$2.49M 0.06%
12,633
+672
172
$2.48M 0.06%
80,386
-2,334
173
$2.46M 0.06%
62,869
+67
174
$2.45M 0.06%
14,087
+1,605
175
$2.39M 0.05%
19,318
-1,051
5 6
7
8 9