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
$5.17B
AUM Growth
+$727M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
616
New
Increased
Reduced
Closed

Top Buys

1
+$70.8M
2
+$48.4M
3
+$35.5M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$33.9M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$26.9M

Top Sells

1
+$20.3M
2
+$7.12M
3
+$5.14M
4
BP icon
BP
BP
+$5M
5
MCD icon
McDonald's
MCD
+$4.65M

Sector Composition

1 Financials 14.15%
2 Technology 12.01%
3 Healthcare 5.28%
4 Industrials 4.97%
5 Communication Services 4.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2.67M 0.05%
63,936
+1,067
177
$2.65M 0.05%
51,841
-2,862
178
$2.64M 0.05%
4,509
-277
179
$2.56M 0.05%
79,762
-624
180
$2.51M 0.05%
28,368
-597
181
$2.5M 0.05%
14,425
+338
182
$2.5M 0.05%
4,266
+2,139
183
$2.5M 0.05%
38,390
+478
184
$2.42M 0.05%
195,737
185
$2.34M 0.05%
27,500
+13,750
186
$2.33M 0.05%
7,902
+4,054
187
$2.28M 0.04%
6,876
+456
188
$2.25M 0.04%
51,152
+1,190
189
$2.24M 0.04%
14,756
-29,949
190
$2.17M 0.04%
2,084
-20
191
$2.16M 0.04%
53,196
+1,057
192
$2.14M 0.04%
16,308
+124
193
$2.14M 0.04%
15,236
-7
194
$2.1M 0.04%
116,331
+4,749
195
$2.08M 0.04%
6,003
+2,311
196
$2.05M 0.04%
40,128
+22,580
197
$2.02M 0.04%
32,872
+28
198
$1.99M 0.04%
4,760
+131
199
$1.95M 0.04%
34,464
+18,138
200
$1.94M 0.04%
88,353
+5,556
6 7
8
9 10