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
$5.03B
AUM Growth
-$134M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
630
New
Increased
Reduced
Closed

Top Buys

1
+$79.6M
2
+$29.9M
3
+$22M
4
VUG icon
Vanguard Growth ETF
VUG
+$9.01M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$8.85M

Top Sells

1
+$68.3M
2
+$39.3M
3
+$33.2M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$24.5M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$22M

Sector Composition

1 Financials 15.13%
2 Technology 13.38%
3 Industrials 5.56%
4 Communication Services 5.14%
5 Healthcare 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$3.67M 0.07%
14,087
+205
152
$3.66M 0.07%
35,684
+11
153
$3.61M 0.07%
19,678
-7,394
154
$3.58M 0.07%
16,003
-322
155
$3.53M 0.07%
29,217
+127
156
$3.5M 0.07%
37,961
-532
157
$3.48M 0.07%
15,171
+490
158
$3.42M 0.07%
20,169
-525
159
$3.4M 0.07%
19,717
-668
160
$3.35M 0.07%
77,073
+630
161
$3.34M 0.07%
46,465
+1,250
162
$3.31M 0.07%
68,700
+3,288
163
$3.25M 0.06%
25,736
+12,683
164
$3.22M 0.06%
197,069
+5,188
165
$3.18M 0.06%
48,044
-553
166
$3.11M 0.06%
15,721
+1,296
167
$2.9M 0.06%
55,455
+3,614
168
$2.88M 0.06%
12,401
+228
169
$2.78M 0.06%
104,486
+52,243
170
$2.72M 0.05%
16,312
+20
171
$2.65M 0.05%
11,054
+233
172
$2.65M 0.05%
38,154
-236
173
$2.63M 0.05%
15,207
-29
174
$2.52M 0.05%
63,112
-66,458
175
$2.49M 0.05%
66,265
+2,329
5 6
7
8 9