MFIM

Mesirow Financial Investment Management Portfolio holdings

AUM $5.59B
1-Year Est. Return 16.91%
This Quarter Est. Return
1 Year Est. Return
+16.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.16B
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
631
New
Increased
Reduced
Closed

Top Buys

1
+$109M
2
+$48.5M
3
+$38.5M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$29M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$21.6M

Top Sells

1
+$66.3M
2
+$33.1M
3
+$32.1M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$9.09M
5
IBM icon
IBM
IBM
+$5.75M

Sector Composition

1 Financials 16.27%
2 Technology 11.16%
3 Healthcare 4.6%
4 Industrials 4.44%
5 Communication Services 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$502M 9.73%
942,730
-3,468
2
$245M 4.75%
1,102,812
+2,577
3
$242M 4.68%
2,746,441
-753,614
4
$233M 4.51%
1,908,118
+897,109
5
$154M 2.98%
1,469,726
+10,655
6
$132M 2.56%
234,620
+900
7
$118M 2.28%
313,580
-2,372
8
$102M 1.98%
198,821
+2,216
9
$95.2M 1.85%
1,119,648
+569,914
10
$92.3M 1.79%
590,871
+15,862
11
$79.3M 1.54%
141,781
+1,057
12
$77.5M 1.5%
315,978
-3,070
13
$77.2M 1.5%
405,799
-12,088
14
$73M 1.41%
566,079
+3,806
15
$70.1M 1.36%
243,248
+5,291
16
$70M 1.36%
2,329,383
+685,919
17
$69M 1.34%
191,203
-1,454
18
$66.6M 1.29%
1,141,072
+660,514
19
$61.8M 1.2%
399,345
-11,609
20
$58.5M 1.13%
716,012
+354,404
21
$49.9M 0.97%
804,337
+43,812
22
$45.7M 0.89%
48,291
+2,307
23
$43.8M 0.85%
88,048
-2,793
24
$42M 0.81%
507,326
+261,599
25
$39M 0.76%
294,259
-3,943
1
2 3 4 5