MFIM

Mesirow Financial Investment Management Portfolio holdings

AUM $4.87B
1-Year Est. Return 20.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.14%
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
DUK icon
226
Duke Energy
DUK
$101B
$1.52M 0.03%
12,289
+12
NEE icon
227
NextEra Energy
NEE
$189B
$1.51M 0.03%
20,017
-143
WTW icon
228
Willis Towers Watson
WTW
$27.1B
$1.48M 0.03%
4,277
+65
DBA icon
229
Invesco DB Agriculture Fund
DBA
$976M
$1.45M 0.03%
54,243
CTVA icon
230
Corteva
CTVA
$55.6B
$1.44M 0.03%
21,324
-4,033
ETN icon
231
Eaton
ETN
$140B
$1.43M 0.03%
3,825
-544
ESGV icon
232
Vanguard ESG US Stock ETF
ESGV
$11B
$1.42M 0.03%
11,998
+1,180
GRID icon
233
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$7.69B
$1.4M 0.03%
9,234
+1,457
MDLZ icon
234
Mondelez International
MDLZ
$74.1B
$1.37M 0.02%
21,905
-3,276
ACWI icon
235
iShares MSCI ACWI ETF
ACWI
$27.6B
$1.36M 0.02%
9,845
+1
DVY icon
236
iShares Select Dividend ETF
DVY
$23B
$1.36M 0.02%
9,547
-82
SCCO icon
237
Southern Copper
SCCO
$132B
$1.35M 0.02%
11,273
+363
BSV icon
238
Vanguard Short-Term Bond ETF
BSV
$43.5B
$1.34M 0.02%
17,044
+2,623
VBR icon
239
Vanguard Small-Cap Value ETF
VBR
$32.6B
$1.34M 0.02%
6,399
-2,462
BMY icon
240
Bristol-Myers Squibb
BMY
$121B
$1.31M 0.02%
29,088
-918
SO icon
241
Southern Company
SO
$106B
$1.28M 0.02%
13,495
-381
ADSK icon
242
Autodesk
ADSK
$50.6B
$1.27M 0.02%
4,003
+66
B
243
Barrick Mining
B
$63.3B
$1.21M 0.02%
36,792
+410
DFAI icon
244
Dimensional International Core Equity Market ETF
DFAI
$14.3B
$1.18M 0.02%
32,543
+1,953
VEU icon
245
Vanguard FTSE All-World ex-US ETF
VEU
$57.2B
$1.17M 0.02%
16,435
+226
PLTR icon
246
Palantir
PLTR
$355B
$1.16M 0.02%
6,360
+92
BK icon
247
Bank of New York Mellon
BK
$80.5B
$1.15M 0.02%
10,569
-358
EME icon
248
Emcor
EME
$32.7B
$1.15M 0.02%
1,770
-993
CBOE icon
249
Cboe Global Markets
CBOE
$29.4B
$1.15M 0.02%
4,672
MAR icon
250
Marriott International
MAR
$86.4B
$1.15M 0.02%
4,398
+4
8 9
10
11 12