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
201
$1.9M 0.03%
1,993
-19
202
$1.89M 0.03%
38,604
203
$1.89M 0.03%
60,194
+12,908
204
$1.88M 0.03%
58,355
+1,820
205
$1.82M 0.03%
9,464
-478
206
$1.81M 0.03%
9,848
+251
207
$1.8M 0.03%
40,521
-17
208
$1.8M 0.03%
105,842
+2,996
209
$1.77M 0.03%
18,944
+32
210
$1.76M 0.03%
24,639
+187
211
$1.66M 0.03%
18,304
+29
212
$1.63M 0.03%
3,321
+1
213
$1.62M 0.03%
10,206
-89
214
$1.62M 0.03%
10,637
-75
215
$1.6M 0.03%
7,233
+571
216
$1.59M 0.03%
21,076
-614
217
$1.58M 0.03%
29,309
-2,716
218
$1.57M 0.03%
20,720
+2,245
219
$1.57M 0.03%
3,008
+25
220
$1.56M 0.03%
9,391
-82
221
$1.55M 0.03%
11,844
-8
222
$1.55M 0.03%
25,409
+335
223
$1.53M 0.03%
13,761
-1,167
224
$1.53M 0.03%
31,696
+2,012
225
$1.53M 0.03%
18,263
+467
7 8
9
10 11