MFIM

Mesirow Financial Investment Management Portfolio holdings

AUM $4.87B
1-Year Est. Return 20.13%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.13B
AUM Growth
-$31.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
626
New
Increased
Reduced
Closed

Top Buys

1 +$32.1M
2 +$17.2M
3 +$16.3M
4
MSFT icon
Microsoft
MSFT
+$7.45M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.88M

Top Sells

1 +$111M
2 +$49.4M
3 +$31.1M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$27.5M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$20.2M

Sector Composition

1 Financials 16.09%
2 Technology 12.62%
3 Communication Services 4.86%
4 Industrials 4.43%
5 Healthcare 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$3.72M 0.07%
47,037
-1,456
152
$3.66M 0.07%
8,366
-80
153
$3.51M 0.07%
208,212
+42
154
$3.47M 0.07%
47,170
+3,539
155
$3.43M 0.07%
16,145
+14,403
156
$3.42M 0.07%
20,628
+793
157
$3.35M 0.07%
77,195
-340
158
$3.33M 0.06%
56,751
+2,580
159
$3.28M 0.06%
100,353
+24,730
160
$3.18M 0.06%
33,103
-46,689
161
$3.17M 0.06%
15,148
-325
162
$3.17M 0.06%
73,203
-1,336
163
$3.12M 0.06%
31,621
+33
164
$3.12M 0.06%
59,975
-4,991
165
$3.06M 0.06%
16,740
+14,354
166
$3.01M 0.06%
15,227
+251
167
$2.96M 0.06%
60,529
-13,115
168
$2.95M 0.06%
11,042
-276
169
$2.86M 0.06%
15,348
-264
170
$2.8M 0.05%
18,696
-1,580
171
$2.78M 0.05%
38,604
-68
172
$2.73M 0.05%
32,062
+12,374
173
$2.64M 0.05%
73,876
+2,195
174
$2.58M 0.05%
24,801
-23,213
175
$2.5M 0.05%
86,498
-5,716