MFIM

Mesirow Financial Investment Management Portfolio holdings

AUM $6.18B
1-Year Est. Return 18.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.59B
AUM Growth
+$461M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
565
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$10.9M
3
+$10.8M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$8.26M
5
MGC icon
Vanguard Mega Cap 300 Index ETF
MGC
+$5.25M

Top Sells

1
+$16.5M
2
+$4.02M
3
+$2.97M
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$2.56M
5
AVGO icon
Broadcom
AVGO
+$2.5M

Sector Composition

1 Financials 15.81%
2 Technology 13.06%
3 Communication Services 5.49%
4 Industrials 4.42%
5 Healthcare 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$485M 8.67%
963,896
+9,587
2
$268M 4.8%
1,053,309
-10,946
3
$260M 4.66%
2,627,317
-41,250
4
$176M 3.14%
1,478,144
+42,948
5
$171M 3.06%
330,554
-181
6
$162M 2.9%
241,999
+304
7
$149M 2.67%
1,022,868
+2,879
8
$137M 2.45%
561,776
-6,335
9
$122M 2.19%
199,746
-2,240
10
$99.8M 1.79%
316,470
-2,841
11
$95.2M 1.7%
391,613
-4,651
12
$89.9M 1.61%
134,967
-2,177
13
$89.5M 1.6%
407,818
-1,463
14
$89M 1.59%
190,001
+1,232
15
$77.3M 1.38%
548,452
-21,622
16
$76.2M 1.36%
214,398
+2,138
17
$70.7M 1.26%
1,971,426
+126,950
18
$69.8M 1.25%
211,633
-8,149
19
$63.9M 1.14%
869,407
+26,642
20
$52.9M 0.95%
547,963
+597
21
$48.6M 0.87%
290,577
-1,836
22
$48M 0.86%
1,271,915
+298,603
23
$47.8M 0.86%
732,337
+60,565
24
$47.8M 0.85%
474,512
+82,173
25
$44.8M 0.8%
560,112
+24,258
1
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