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
$4.4B
AUM Growth
+$1.66B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
621
New
Increased
Reduced
Closed

Top Buys

1
+$138M
2
+$33.4M
3
+$28.3M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$24.3M
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$22.7M

Top Sells

1
+$21M
2
+$2.45M
3
+$2.24M
4
FITB icon
Fifth Third Bancorp
FITB
+$1.98M
5
WK icon
Workiva
WK
+$1.8M

Sector Composition

1 Financials 15.25%
2 Technology 11.94%
3 Healthcare 5.92%
4 Industrials 5.51%
5 Communication Services 4.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2.37M 0.05%
54,323
+11,631
177
$2.27M 0.05%
4,989
+1,211
178
$2.24M 0.05%
195,737
179
$2.19M 0.05%
37,892
+52
180
$2.18M 0.05%
68,842
+10,349
181
$2.17M 0.05%
23,764
182
$2.16M 0.05%
12,297
+1,339
183
$2.16M 0.05%
2,121
-15
184
$2.1M 0.05%
16,282
-45
185
$2.07M 0.05%
28,548
+7,818
186
$2.04M 0.05%
10,105
-1,726
187
$2.01M 0.05%
24,472
+2,740
188
$1.99M 0.05%
4,849
+116
189
$1.99M 0.05%
83,621
+21,714
190
$1.98M 0.05%
15,111
+471
191
$1.96M 0.04%
6,256
+578
192
$1.96M 0.04%
109,191
+18,718
193
$1.94M 0.04%
51,688
-1,282
194
$1.9M 0.04%
13,704
+5,172
195
$1.88M 0.04%
12,636
+916
196
$1.77M 0.04%
62,500
+16,130
197
$1.73M 0.04%
198,781
+58
198
$1.7M 0.04%
12,482
+758
199
$1.69M 0.04%
8,174
+2,859
200
$1.66M 0.04%
8,674
+471
6 7
8
9 10