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
$5.13B
AUM Growth
-$31.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
626
New
Increased
Reduced
Closed

Top Buys

1
+$33.6M
2
+$17.2M
3
+$17.2M
4
MSFT icon
Microsoft
MSFT
+$8.53M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.62M

Top Sells

1
+$120M
2
+$52.6M
3
+$32.5M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$29.1M
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
DUK icon
226
Duke Energy
DUK
$96.4B
$1.45M 0.03%
12,277
+25
TSSI
227
TSS Inc
TSSI
$466M
$1.43M 0.03%
49,643
WFC icon
228
Wells Fargo
WFC
$271B
$1.43M 0.03%
17,796
-19,268
DBA icon
229
Invesco DB Agriculture Fund
DBA
$783M
$1.42M 0.03%
54,243
+2,000
NEE icon
230
NextEra Energy
NEE
$179B
$1.4M 0.03%
20,160
-428
CIBR icon
231
First Trust NASDAQ Cybersecurity ETF
CIBR
$11.1B
$1.4M 0.03%
+18,475
BMY icon
232
Bristol-Myers Squibb
BMY
$99.9B
$1.39M 0.03%
30,006
-15,539
DFAX icon
233
Dimensional World ex US Core Equity 2 ETF
DFAX
$9.84B
$1.39M 0.03%
47,286
+6,432
EBAY icon
234
eBay
EBAY
$39.7B
$1.36M 0.03%
18,275
+34
USB icon
235
US Bancorp
USB
$74.4B
$1.34M 0.03%
29,684
+10,315
WTW icon
236
Willis Towers Watson
WTW
$30.6B
$1.29M 0.03%
4,212
-3,914
DVY icon
237
iShares Select Dividend ETF
DVY
$20.9B
$1.28M 0.02%
9,629
+98
SO icon
238
Southern Company
SO
$101B
$1.27M 0.02%
13,876
+329
ACWI icon
239
iShares MSCI ACWI ETF
ACWI
$23.5B
$1.27M 0.02%
9,844
-5,096
NICE icon
240
Nice
NICE
$7.67B
$1.25M 0.02%
7,409
-595
UPS icon
241
United Parcel Service
UPS
$81.6B
$1.24M 0.02%
12,259
-524
ADSK icon
242
Autodesk
ADSK
$64.3B
$1.22M 0.02%
3,937
+31
REGN icon
243
Regeneron Pharmaceuticals
REGN
$71.6B
$1.21M 0.02%
2,303
-234
PNW icon
244
Pinnacle West Capital
PNW
$10.7B
$1.21M 0.02%
13,516
+122
MAR icon
245
Marriott International
MAR
$78.3B
$1.2M 0.02%
4,394
+122
ESGV icon
246
Vanguard ESG US Stock ETF
ESGV
$11.8B
$1.19M 0.02%
10,818
+214
BSV icon
247
Vanguard Short-Term Bond ETF
BSV
$38.9B
$1.13M 0.02%
14,421
+171
INTU icon
248
Intuit
INTU
$184B
$1.09M 0.02%
1,387
+39
VEU icon
249
Vanguard FTSE All-World ex-US ETF
VEU
$52.2B
$1.09M 0.02%
16,209
+2,858
CBOE icon
250
Cboe Global Markets
CBOE
$27.3B
$1.09M 0.02%
4,672
+11
8 9
10
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