MFIM

Mesirow Financial Investment Management Portfolio holdings

AUM $6.18B
1-Year Est. Return 18.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.59B
AUM Growth
+$461M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
565
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$10.9M
3
+$10.8M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$8.26M
5
MGC icon
Vanguard Mega Cap 300 Index ETF
MGC
+$5.25M

Top Sells

1
+$16.5M
2
+$4.02M
3
+$2.97M
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$2.56M
5
AVGO icon
Broadcom
AVGO
+$2.5M

Sector Composition

1 Financials 15.81%
2 Technology 13.06%
3 Communication Services 5.49%
4 Industrials 4.42%
5 Healthcare 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2.64M 0.05%
5,294
-73
177
$2.61M 0.05%
4,236
-274
178
$2.49M 0.04%
28,433
-4,670
179
$2.45M 0.04%
86,600
+102
180
$2.33M 0.04%
32,433
+9,786
181
$2.33M 0.04%
15,806
-46
182
$2.33M 0.04%
74,191
+315
183
$2.31M 0.04%
6,329
+405
184
$2.28M 0.04%
2,866
+381
185
$2.28M 0.04%
19,875
-4,926
186
$2.26M 0.04%
12,069
+475
187
$2.25M 0.04%
11,872
-187
188
$2.24M 0.04%
49,671
-1,412
189
$2.2M 0.04%
4,813
+135
190
$2.17M 0.04%
8,009
-189
191
$2.17M 0.04%
4,743
-70
192
$2.15M 0.04%
30,808
+1,673
193
$2.13M 0.04%
15,658
+73
194
$2.1M 0.04%
23,599
195
$2.08M 0.04%
20,522
+96
196
$2.08M 0.04%
46,508
+5,710
197
$2.03M 0.04%
135,194
-4,609
198
$2.01M 0.04%
5,646
-53
199
$1.94M 0.03%
38,117
-356
200
$1.93M 0.03%
5,649
+92
6 7
8
9 10