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
$5.17B
AUM Growth
+$727M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
616
New
Increased
Reduced
Closed

Top Buys

1
+$70.8M
2
+$48.4M
3
+$35.5M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$33.9M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$26.9M

Top Sells

1
+$20.3M
2
+$7.12M
3
+$5.14M
4
BP icon
BP
BP
+$5M
5
MCD icon
McDonald's
MCD
+$4.65M

Sector Composition

1 Financials 14.15%
2 Technology 12.01%
3 Healthcare 5.28%
4 Industrials 4.97%
5 Communication Services 4.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$433M 8.39%
941,726
+9,676
2
$260M 5.03%
1,115,430
-5,185
3
$256M 4.96%
2,641,655
+91,428
4
$162M 3.13%
1,382,237
+59,079
5
$141M 2.72%
1,097,218
+552,003
6
$134M 2.59%
232,245
+3,053
7
$127M 2.46%
295,376
+1,081
8
$126M 2.44%
1,005,210
+17,152
9
$103M 2%
195,566
-3,233
10
$97M 1.88%
580,411
-347
11
$92.4M 1.79%
1,427,412
+746,840
12
$82.5M 1.6%
143,725
+2,720
13
$77.7M 1.5%
417,110
+5,318
14
$74.8M 1.45%
199,184
+3,059
15
$68.7M 1.33%
414,394
+4,035
16
$68.4M 1.32%
345,254
+179,441
17
$68M 1.32%
322,499
-2,334
18
$65.9M 1.27%
1,247,450
+641,090
19
$57.5M 1.11%
236,556
+6,456
20
$56M 1.08%
90,504
-196
21
$51.9M 1%
652,848
+338,692
22
$48M 0.93%
544,936
+73,966
23
$47.1M 0.91%
1,522,367
+157,435
24
$45.4M 0.88%
167,522
-152
25
$43.4M 0.84%
164,660
+83,016
1
2 3 4 5