MFIM

Mesirow Financial Investment Management Portfolio holdings

AUM $4.87B
1-Year Est. Return 20.13%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.13B
AUM Growth
-$31.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
626
New
Increased
Reduced
Closed

Top Buys

1 +$32.1M
2 +$17.2M
3 +$16.3M
4
MSFT icon
Microsoft
MSFT
+$7.45M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.88M

Top Sells

1 +$111M
2 +$49.4M
3 +$31.1M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$27.5M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$20.2M

Sector Composition

1 Financials 16.09%
2 Technology 12.62%
3 Communication Services 4.86%
4 Industrials 4.43%
5 Healthcare 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$2.49M 0.05%
5,367
+49
177
$2.46M 0.05%
24,789
+10,411
178
$2.39M 0.05%
4,510
+280
179
$2.38M 0.05%
4,678
+45
180
$2.35M 0.05%
33,140
+24
181
$2.22M 0.04%
51,083
-50,667
182
$2.19M 0.04%
12,059
+2,033
183
$2.16M 0.04%
38,473
-32,351
184
$2.09M 0.04%
2,012
-16
185
$2.08M 0.04%
139,803
-21,663
186
$2.07M 0.04%
29,135
-1,027
187
$2.06M 0.04%
23,124
+7,553
188
$2.05M 0.04%
15,852
+37
189
$2.03M 0.04%
5,699
-110
190
$2.02M 0.04%
4,813
-93
191
$2.01M 0.04%
5,924
-426
192
$2M 0.04%
11,594
+2,859
193
$1.99M 0.04%
9,597
+470
194
$1.98M 0.04%
23,599
+4,099
195
$1.96M 0.04%
8,198
-6,312
196
$1.93M 0.04%
56,535
-215
197
$1.89M 0.04%
25,357
-77
198
$1.86M 0.04%
15,585
-721
199
$1.77M 0.03%
3,320
-92
200
$1.77M 0.03%
2,983
-1,096