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
$5.17B
AUM Growth
+$727M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
616
New
Increased
Reduced
Closed

Top Buys

1
+$70.8M
2
+$48.4M
3
+$35.5M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$33.9M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$26.9M

Top Sells

1
+$20.3M
2
+$7.12M
3
+$5.14M
4
BP icon
BP
BP
+$5M
5
MCD icon
McDonald's
MCD
+$4.65M

Sector Composition

1 Financials 14.15%
2 Technology 12.01%
3 Healthcare 5.28%
4 Industrials 4.97%
5 Communication Services 4.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$3.53M 0.07%
7,129
+52
152
$3.52M 0.07%
10,206
-71
153
$3.49M 0.07%
17,394
+8,722
154
$3.42M 0.07%
29,090
+433
155
$3.4M 0.07%
76,443
+631
156
$3.4M 0.07%
45,215
+3,792
157
$3.39M 0.07%
224,699
-894
158
$3.36M 0.06%
13,915
-520
159
$3.33M 0.06%
8,563
-142
160
$3.21M 0.06%
35,673
+127
161
$3.2M 0.06%
32,848
+16,197
162
$3.12M 0.06%
20,385
+1,067
163
$3.1M 0.06%
191,881
+6,566
164
$3.08M 0.06%
65,412
+7,392
165
$3.07M 0.06%
16,292
+51
166
$3.06M 0.06%
14,764
+10,109
167
$3.05M 0.06%
21,842
+11,631
168
$3.02M 0.06%
23,764
169
$2.88M 0.06%
118,002
+8,063
170
$2.87M 0.06%
10,978
-119
171
$2.76M 0.05%
33,128
+16,564
172
$2.75M 0.05%
10,821
+262
173
$2.74M 0.05%
2,610
-14
174
$2.69M 0.05%
67,455
-1,651
175
$2.69M 0.05%
12,173
-460
5 6
7
8 9