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
$4.44B
AUM Growth
+$44.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
544
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$4.44M
3
+$4.05M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.96M
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$3.62M

Top Sells

1
+$2.95M
2
+$2.56M
3
+$2.34M
4
GLD icon
SPDR Gold Trust
GLD
+$2.32M
5
CHD icon
Church & Dwight Co
CHD
+$2.08M

Sector Composition

1 Financials 14.63%
2 Technology 13.11%
3 Communication Services 5.5%
4 Healthcare 5.48%
5 Industrials 5.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2.34M 0.05%
69,106
+264
177
$2.3M 0.05%
195,737
178
$2.29M 0.05%
16,184
+68
179
$2.28M 0.05%
49,962
-10,170
180
$2.25M 0.05%
4,786
-203
181
$2.2M 0.05%
10,559
+2,385
182
$2.2M 0.05%
11,097
-1,200
183
$2.19M 0.05%
28,965
-2,909
184
$2.18M 0.05%
16,083
-199
185
$2.11M 0.05%
50,808
+1,882
186
$2.01M 0.05%
6,420
+164
187
$2M 0.05%
100,577
+7,101
188
$2M 0.04%
15,243
+132
189
$1.97M 0.04%
111,582
+2,391
190
$1.91M 0.04%
24,401
-71
191
$1.9M 0.04%
9,538
+18
192
$1.9M 0.04%
2,104
-17
193
$1.8M 0.04%
52,139
+451
194
$1.8M 0.04%
24,926
-3,622
195
$1.74M 0.04%
4,629
-220
196
$1.72M 0.04%
198,869
+88
197
$1.71M 0.04%
+88,260
198
$1.7M 0.04%
15,144
+286
199
$1.69M 0.04%
12,357
-279
200
$1.68M 0.04%
13,750
6 7
8
9 10