MFIM

Mesirow Financial Investment Management Portfolio holdings

AUM $4.87B
1-Year Est. Return 20.13%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.13B
AUM Growth
-$31.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
626
New
Increased
Reduced
Closed

Top Buys

1
+$32.1M
2
+$17.2M
3
+$16.3M
4
MSFT icon
Microsoft
MSFT
+$7.45M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.88M

Top Sells

1
+$111M
2
+$49.4M
3
+$31.1M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$27.5M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$20.2M

Sector Composition

1 Financials 16.09%
2 Technology 12.62%
3 Communication Services 4.86%
4 Industrials 4.43%
5 Healthcare 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$464M 9.04%
954,309
+11,579
2
$250M 4.88%
2,668,567
-77,874
3
$218M 4.26%
1,064,255
-38,557
4
$165M 3.21%
330,735
+17,155
5
$157M 3.06%
1,435,196
-34,530
6
$150M 2.93%
241,695
+7,075
7
$138M 2.69%
1,019,989
-888,129
8
$115M 2.24%
201,986
+3,165
9
$101M 1.97%
568,111
-22,760
10
$92.6M 1.81%
319,311
+3,333
11
$89.8M 1.75%
409,281
+3,482
12
$84.7M 1.65%
137,144
-4,637
13
$80.2M 1.56%
188,769
-2,434
14
$76M 1.48%
570,074
+3,995
15
$69.8M 1.36%
396,264
-3,081
16
$64.7M 1.26%
212,260
-30,988
17
$62.7M 1.22%
1,844,476
-484,907
18
$60.6M 1.18%
219,782
-10,377
19
$58.2M 1.14%
842,765
+38,428
20
$50.3M 0.98%
547,366
-572,282
21
$45M 0.88%
45,425
-2,866
22
$42.7M 0.83%
292,413
-1,846
23
$41.7M 0.81%
671,772
-469,300
24
$40M 0.78%
205,744
+173,093
25
$39.7M 0.77%
193,816
+5,864
1
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