MFIM

Mesirow Financial Investment Management Portfolio holdings

AUM $5.13B
1-Year Est. Return 15.81%
This Quarter Est. Return
1 Year Est. Return
+15.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.4B
AUM Growth
+$1.66B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
621
New
Increased
Reduced
Closed

Top Buys

1
+$138M
2
+$33.4M
3
+$28.3M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$24.3M
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$22.7M

Top Sells

1
+$21M
2
+$2.45M
3
+$2.24M
4
FITB icon
Fifth Third Bancorp
FITB
+$1.98M
5
WK icon
Workiva
WK
+$1.8M

Sector Composition

1 Financials 15.25%
2 Technology 11.94%
3 Healthcare 5.92%
4 Industrials 5.51%
5 Communication Services 4.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.66M 0.04%
32,817
+30
202
$1.64M 0.04%
14,858
+392
203
$1.61M 0.04%
9,520
+1,120
204
$1.61M 0.04%
18,580
+598
205
$1.61M 0.04%
33,708
+2,034
206
$1.59M 0.04%
35,672
+3,671
207
$1.59M 0.04%
23,745
+5,549
208
$1.59M 0.04%
13,750
209
$1.56M 0.04%
12,157
+980
210
$1.54M 0.04%
87,684
+5,846
211
$1.48M 0.03%
40,102
+979
212
$1.46M 0.03%
+7,359
213
$1.45M 0.03%
28,358
-864
214
$1.45M 0.03%
4,348
-849
215
$1.45M 0.03%
20,681
+132
216
$1.45M 0.03%
12,747
+230
217
$1.44M 0.03%
16,329
+1,171
218
$1.42M 0.03%
65,479
+5,168
219
$1.4M 0.03%
8,018
+2,115
220
$1.37M 0.03%
12,604
+2,034
221
$1.36M 0.03%
3,108
-100
222
$1.34M 0.03%
35,331
+5,316
223
$1.33M 0.03%
31,649
+6,148
224
$1.32M 0.03%
16,838
-510
225
$1.32M 0.03%
44,500
7 8
9
10 11