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
$5.16B
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
631
New
Increased
Reduced
Closed

Top Buys

1
+$109M
2
+$48.5M
3
+$38.5M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$29M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$21.6M

Top Sells

1
+$66.3M
2
+$33.1M
3
+$32.1M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$9.09M
5
IBM icon
IBM
IBM
+$5.75M

Sector Composition

1 Financials 16.27%
2 Technology 11.16%
3 Healthcare 4.6%
4 Industrials 4.44%
5 Communication Services 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2.64M 0.05%
71,681
+5,416
177
$2.64M 0.05%
15,473
+2,374
178
$2.61M 0.05%
92,214
+5,764
179
$2.48M 0.05%
14,523
-684
180
$2.44M 0.05%
161,466
-35,603
181
$2.38M 0.05%
5,318
+790
182
$2.37M 0.05%
4,079
-8,647
183
$2.32M 0.04%
5,809
+114
184
$2.25M 0.04%
48,186
-982
185
$2.18M 0.04%
4,633
-86
186
$2.15M 0.04%
75,623
-601
187
$2.15M 0.04%
4,906
+954
188
$2.12M 0.04%
38,672
-43
189
$2.07M 0.04%
31,588
-6,566
190
$2.03M 0.04%
15,612
+164
191
$2.01M 0.04%
16,306
+50
192
$2M 0.04%
2,028
-2,144
193
$2M 0.04%
8,735
-1,124
194
$1.95M 0.04%
6,350
+290
195
$1.91M 0.04%
30,162
+1,320
196
$1.89M 0.04%
15,815
-120
197
$1.88M 0.04%
27,681
-5,329
198
$1.87M 0.04%
23,622
+11,811
199
$1.86M 0.04%
33,116
+22
200
$1.84M 0.04%
110,711
-7,809
6 7
8
9 10