MFIM

Mesirow Financial Investment Management Portfolio holdings

AUM $6.18B
1-Year Est. Return 18.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.59B
AUM Growth
+$461M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
565
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$10.9M
3
+$10.8M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$8.26M
5
MGC icon
Vanguard Mega Cap 300 Index ETF
MGC
+$5.25M

Top Sells

1
+$16.5M
2
+$4.02M
3
+$2.97M
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$2.56M
5
AVGO icon
Broadcom
AVGO
+$2.5M

Sector Composition

1 Financials 15.81%
2 Technology 13.06%
3 Communication Services 5.49%
4 Industrials 4.42%
5 Healthcare 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$3.93M 0.07%
83,711
+23,182
152
$3.82M 0.07%
23,701
+12
153
$3.73M 0.07%
105,387
+5,034
154
$3.73M 0.07%
19,953
-675
155
$3.73M 0.07%
51,062
-157
156
$3.51M 0.06%
8,311
-55
157
$3.48M 0.06%
77,254
+59
158
$3.46M 0.06%
16,254
+109
159
$3.43M 0.06%
51,943
-4,808
160
$3.35M 0.06%
84,165
+42,441
161
$3.32M 0.06%
41,472
-2,343
162
$3.27M 0.06%
15,128
-20
163
$3.26M 0.06%
61,443
+33,868
164
$3.25M 0.06%
16,917
-607
165
$3.23M 0.06%
73,544
+341
166
$3.18M 0.06%
16,346
-394
167
$3.15M 0.06%
203,182
-5,030
168
$3.11M 0.06%
15,854
+506
169
$2.96M 0.05%
17,333
-1,363
170
$2.91M 0.05%
31,796
+8,672
171
$2.88M 0.05%
14,545
-682
172
$2.87M 0.05%
32,068
+6
173
$2.83M 0.05%
28,223
+3,434
174
$2.72M 0.05%
11,008
-34
175
$2.67M 0.05%
33,369
+229
5 6
7
8 9