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
1
$390M 8.88%
928,378
+327,499
2
$226M 5.13%
2,508,489
+252,391
3
$194M 4.41%
1,129,890
+3,421
4
$145M 3.31%
1,316,301
+255,644
5
$124M 2.82%
295,057
+21,736
6
$116M 2.64%
221,090
+46,253
7
$112M 2.56%
974,682
+55,391
8
$91.8M 2.09%
190,897
+9,707
9
$88.5M 2.01%
581,366
+219,416
10
$74.2M 1.69%
411,253
+86,052
11
$73.8M 1.68%
141,016
+6,937
12
$67.1M 1.53%
199,166
+22,263
13
$66.5M 1.51%
549,543
+26,951
14
$65.8M 1.5%
328,343
+28,254
15
$62.6M 1.42%
414,490
+17,103
16
$53.1M 1.21%
91,296
-304
17
$49.6M 1.13%
240,879
+54,420
18
$42.9M 0.98%
168,401
+669
19
$40.8M 0.93%
677,324
+52,840
20
$39.7M 0.9%
137,046
+3,554
21
$38.9M 0.88%
462,297
+34,129
22
$37.6M 0.86%
210,170
+10,627
23
$37.6M 0.85%
214,655
+15,342
24
$36.1M 0.82%
98,527
+2,774
25
$35.6M 0.81%
48,545
+4,132
1
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