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
$5.03B
AUM Growth
-$134M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
630
New
Increased
Reduced
Closed

Top Buys

1
+$79.6M
2
+$29.9M
3
+$22M
4
VUG icon
Vanguard Growth ETF
VUG
+$9.01M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$8.85M

Top Sells

1
+$68.3M
2
+$39.3M
3
+$33.2M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$24.5M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$22M

Sector Composition

1 Financials 15.13%
2 Technology 13.38%
3 Industrials 5.56%
4 Communication Services 5.14%
5 Healthcare 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$429M 8.52%
946,198
+4,472
2
$325M 6.45%
3,500,055
+858,400
3
$276M 5.47%
1,100,235
-15,195
4
$168M 3.34%
1,459,071
+76,834
5
$138M 2.73%
233,720
+1,475
6
$133M 2.65%
315,952
+20,576
7
$130M 2.58%
1,011,009
+5,799
8
$110M 2.18%
575,009
-5,402
9
$106M 2.1%
196,605
+1,039
10
$91.7M 1.82%
417,887
+777
11
$82.5M 1.64%
140,724
-3,001
12
$77.8M 1.55%
410,954
-3,440
13
$77.4M 1.54%
192,657
-6,527
14
$76.5M 1.52%
319,048
-3,451
15
$71.7M 1.43%
562,273
-534,945
16
$60M 1.19%
262,914
+131,118
17
$57.6M 1.14%
237,957
+1,401
18
$55.4M 1.1%
239,058
-4,303
19
$49.8M 0.99%
1,643,464
+121,097
20
$48.6M 0.97%
549,734
+4,798
21
$47.3M 0.94%
90,841
+337
22
$44.8M 0.89%
760,525
-666,887
23
$42.1M 0.84%
45,984
+169
24
$41.1M 0.82%
166,700
-822
25
$38.9M 0.77%
814,066
-433,384
1
2 3 4 5