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
201
$1.77M 0.03%
4,782
+1,569
202
$1.76M 0.03%
32,268
-3,410
203
$1.75M 0.03%
56,750
204
$1.74M 0.03%
14,940
205
$1.74M 0.03%
10,026
+646
206
$1.72M 0.03%
23,507
-107
207
$1.68M 0.03%
10,692
+104
208
$1.65M 0.03%
8,875
+15
209
$1.65M 0.03%
3,412
-50
210
$1.64M 0.03%
9,127
+195
211
$1.63M 0.03%
19,688
+5,210
212
$1.62M 0.03%
14,877
+140
213
$1.61M 0.03%
2,537
-53
214
$1.6M 0.03%
25,434
+1,224
215
$1.6M 0.03%
32,043
-148
216
$1.59M 0.03%
10,888
+569
217
$1.56M 0.03%
+19,500
218
$1.56M 0.03%
26,032
+13,129
219
$1.55M 0.03%
21,832
+2,390
220
$1.54M 0.03%
10,040
+213
221
$1.53M 0.03%
28,514
+14,764
222
$1.53M 0.03%
5,598
+1,333
223
$1.49M 0.03%
12,252
-70
224
$1.46M 0.03%
20,588
+805
225
$1.45M 0.03%
30,982
+15,604
7 8
9
10 11