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
201
$1.76M 0.03%
2,485
+313
202
$1.74M 0.03%
20,426
-1,406
203
$1.73M 0.03%
40,798
-7,388
204
$1.73M 0.03%
8,861
-14
205
$1.72M 0.03%
24,452
+945
206
$1.72M 0.03%
102,846
-7,865
207
$1.7M 0.03%
25,181
+3,920
208
$1.68M 0.03%
32,025
-18
209
$1.65M 0.03%
9,942
-946
210
$1.65M 0.03%
41,724
+26,996
211
$1.64M 0.03%
14,928
+51
212
$1.62M 0.03%
5,557
-41
213
$1.59M 0.03%
10,712
+20
214
$1.58M 0.03%
11,852
-1,030
215
$1.57M 0.03%
2,364
+58
216
$1.56M 0.03%
4,369
-76
217
$1.52M 0.03%
6,662
-6,668
218
$1.52M 0.03%
40,538
-42,980
219
$1.51M 0.03%
22,647
+36
220
$1.51M 0.03%
9,473
-567
221
$1.5M 0.03%
21,690
-5,991
222
$1.48M 0.03%
25,074
-7,194
223
$1.48M 0.03%
2,763
-2,019
224
$1.45M 0.03%
27,575
+1,363
225
$1.45M 0.03%
10,295
-353
7 8
9
10 11