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
1
$379M 8.54%
932,050
+3,672
2
$236M 5.32%
1,120,615
-9,275
3
$221M 4.98%
2,550,227
+41,738
4
$141M 3.18%
1,323,158
+6,857
5
$132M 2.96%
294,295
-762
6
$126M 2.83%
229,192
+8,102
7
$117M 2.64%
988,058
+13,376
8
$107M 2.4%
580,758
-608
9
$99.5M 2.24%
198,799
+7,902
10
$79.6M 1.79%
411,792
+539
11
$76.8M 1.73%
141,005
-11
12
$74.8M 1.68%
410,359
-4,131
13
$71.5M 1.61%
196,125
-3,041
14
$65.7M 1.48%
324,833
-3,510
15
$64.7M 1.46%
545,215
-4,328
16
$50.2M 1.13%
90,700
-596
17
$49.5M 1.11%
230,100
-10,779
18
$41.4M 0.93%
48,667
+122
19
$41.1M 0.92%
136,861
-185
20
$41M 0.92%
680,572
+3,248
21
$40.4M 0.91%
1,364,932
+136,812
22
$38.3M 0.86%
237,770
-4,370
23
$38.2M 0.86%
470,970
+8,673
24
$37M 0.83%
167,674
-727
25
$36.4M 0.82%
208,437
-1,733
1
2 3 4 5