MFIM

Mesirow Financial Investment Management Portfolio holdings

AUM $5.59B
1-Year Est. Return 16.91%
This Quarter Est. Return
1 Year Est. Return
+16.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.16B
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
631
New
Increased
Reduced
Closed

Top Buys

1
+$109M
2
+$48.5M
3
+$38.5M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$29M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$21.6M

Top Sells

1
+$66.3M
2
+$33.1M
3
+$32.1M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$9.09M
5
IBM icon
IBM
IBM
+$5.75M

Sector Composition

1 Financials 16.27%
2 Technology 11.16%
3 Healthcare 4.6%
4 Industrials 4.44%
5 Communication Services 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$3.69M 0.07%
70,824
+35,425
152
$3.65M 0.07%
31,614
-1,369
153
$3.47M 0.07%
208,170
+3,437
154
$3.45M 0.07%
13,333
-1,009
155
$3.42M 0.07%
48,995
+951
156
$3.39M 0.07%
19,835
-334
157
$3.38M 0.07%
74,539
+11,427
158
$3.36M 0.07%
16,796
+484
159
$3.35M 0.06%
23,685
-79
160
$3.25M 0.06%
54,171
-1,284
161
$3.22M 0.06%
77,535
+462
162
$3.2M 0.06%
43,631
-2,834
163
$3.2M 0.06%
11,318
+264
164
$3.15M 0.06%
15,626
-377
165
$3.09M 0.06%
13,330
+5,641
166
$3.07M 0.06%
14,976
-195
167
$3M 0.06%
83,518
+43,159
168
$2.99M 0.06%
64,966
-64,966
169
$2.85M 0.06%
8,446
-8,658
170
$2.83M 0.05%
20,276
+559
171
$2.78M 0.05%
45,545
+6,526
172
$2.75M 0.05%
8,126
+4,175
173
$2.73M 0.05%
14,510
+7,865
174
$2.72M 0.05%
16,406
+685
175
$2.66M 0.05%
37,064
+19,333
5 6
7
8 9