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
$4.44B
AUM Growth
+$44.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
544
New
Increased
Reduced
Closed

Top Buys

1 +$10.6M
2 +$4.44M
3 +$4.05M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.96M
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$3.62M

Top Sells

1 +$2.95M
2 +$2.56M
3 +$2.34M
4
GLD icon
SPDR Gold Trust
GLD
+$2.32M
5
CHD icon
Church & Dwight Co
CHD
+$2.08M

Sector Composition

1 Financials 14.63%
2 Technology 13.11%
3 Communication Services 5.5%
4 Healthcare 5.48%
5 Industrials 5.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$1.68M 0.04%
23,275
-470
202
$1.63M 0.04%
9,502
-45
203
$1.62M 0.04%
9,342
-763
204
$1.62M 0.04%
33,790
+82
205
$1.6M 0.04%
6,489
+3,300
206
$1.58M 0.04%
8,672
-2
207
$1.58M 0.04%
82,797
-4,887
208
$1.58M 0.04%
8,068
+50
209
$1.57M 0.04%
59,350
-3,150
210
$1.56M 0.04%
32,844
+27
211
$1.56M 0.04%
4,041
+1,448
212
$1.55M 0.03%
10,847
-1,310
213
$1.48M 0.03%
13,804
+1,200
214
$1.48M 0.03%
3,459
+351
215
$1.45M 0.03%
35,380
+49
216
$1.42M 0.03%
21,723
+1,042
217
$1.4M 0.03%
12,672
-75
218
$1.4M 0.03%
16,651
-1,929
219
$1.39M 0.03%
27,098
-1,260
220
$1.35M 0.03%
10,211
-3,493
221
$1.27M 0.03%
39,361
-741
222
$1.27M 0.03%
16,564
-274
223
$1.27M 0.03%
30,818
-831
224
$1.26M 0.03%
17,831
-1,354
225
$1.24M 0.03%
52,243