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
$4.87B
AUM Growth
-$720M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
572
New
Increased
Reduced
Closed

Top Buys

1
+$130M
2
+$5.17M
3
+$3.98M
4
CRCL
Circle Internet Group
CRCL
+$1.13M
5
GPZ
VanEck Alternative Asset Manager ETF
GPZ
+$801K

Top Sells

1
+$75.4M
2
+$65.6M
3
+$56.3M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$46.6M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$41.8M

Sector Composition

1 Financials 15.93%
2 Technology 13.41%
3 Communication Services 6.75%
4 Industrials 5.08%
5 Healthcare 4.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DVY icon
226
iShares Select Dividend ETF
DVY
$22.4B
$1.19M 0.02%
8,406
-1,141
KLAC icon
227
KLA
KLAC
$254B
$1.19M 0.02%
976
-72
BOX icon
228
Box
BOX
$3.36B
$1.17M 0.02%
39,065
-19,290
ESGV icon
229
Vanguard ESG US Stock ETF
ESGV
$12.4B
$1.16M 0.02%
9,550
-2,448
LQD icon
230
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$33.1B
$1.15M 0.02%
10,430
-3,331
B
231
Barrick Mining
B
$68.8B
$1.15M 0.02%
26,296
-10,496
EQH icon
232
Equitable Holdings
EQH
$11.6B
$1.14M 0.02%
23,833
-14,284
ADSK icon
233
Autodesk
ADSK
$50.1B
$1.12M 0.02%
3,799
-204
CIBR icon
234
First Trust NASDAQ Cybersecurity ETF
CIBR
$10.2B
$1.12M 0.02%
15,663
-5,057
MDLZ icon
235
Mondelez International
MDLZ
$73.9B
$1.11M 0.02%
20,711
-1,194
TXN icon
236
Texas Instruments
TXN
$252B
$1.1M 0.02%
6,320
-3,528
BSV icon
237
Vanguard Short-Term Bond ETF
BSV
$44.4B
$1.09M 0.02%
13,817
-3,227
USB icon
238
US Bancorp
USB
$86.4B
$1.08M 0.02%
20,167
-11,529
CSQ icon
239
Calamos Strategic Total Return Fund
CSQ
$3.12B
$1.06M 0.02%
55,370
+3,037
AMP icon
240
Ameriprise Financial
AMP
$42.1B
$1.05M 0.02%
2,150
-1,171
MMM icon
241
3M
MMM
$76.1B
$1.04M 0.02%
6,508
-557
REGN icon
242
Regeneron Pharmaceuticals
REGN
$79.5B
$1.02M 0.02%
1,323
-628
VBR icon
243
Vanguard Small-Cap Value ETF
VBR
$34.6B
$1.01M 0.02%
4,791
-1,608
CBOE icon
244
Cboe Global Markets
CBOE
$31.8B
$1.01M 0.02%
4,036
-636
PANW icon
245
Palo Alto Networks
PANW
$145B
$1.01M 0.02%
5,458
+304
EFV icon
246
iShares MSCI EAFE Value ETF
EFV
$29.6B
$985K 0.02%
13,788
-1,758
SO icon
247
Southern Company
SO
$105B
$938K 0.02%
10,759
-2,736
ED icon
248
Consolidated Edison
ED
$40.2B
$929K 0.02%
9,359
-1,635
PNW icon
249
Pinnacle West Capital
PNW
$12.4B
$920K 0.02%
10,377
-962
BK icon
250
Bank of New York Mellon
BK
$92B
$910K 0.02%
7,843
-2,726
8 9
10
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