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
$5.59B
AUM Growth
+$461M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
565
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$11.4M
3
+$11.3M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$8.27M
5
MGC icon
Vanguard Mega Cap 300 Index ETF
MGC
+$5.48M

Top Sells

1
+$16.3M
2
+$4.09M
3
+$3.05M
4
AAPL icon
Apple
AAPL
+$2.79M
5
AVGO icon
Broadcom
AVGO
+$2.69M

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
KLAC icon
251
KLA
KLAC
$156B
$1.13M 0.02%
1,048
+42
ED icon
252
Consolidated Edison
ED
$35B
$1.11M 0.02%
10,994
+1,042
REGN icon
253
Regeneron Pharmaceuticals
REGN
$78B
$1.1M 0.02%
1,951
-352
MMM icon
254
3M
MMM
$91.1B
$1.1M 0.02%
7,065
-35
IBDU icon
255
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$3.16B
$1.09M 0.02%
46,583
+27,846
ASML icon
256
ASML
ASML
$430B
$1.09M 0.02%
1,125
+331
HYG icon
257
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$18.1B
$1.09M 0.02%
13,395
PWB icon
258
Invesco Large Cap Growth ETF
PWB
$1.42B
$1.08M 0.02%
8,600
EFV icon
259
iShares MSCI EAFE Value ETF
EFV
$27.2B
$1.05M 0.02%
15,546
PANW icon
260
Palo Alto Networks
PANW
$132B
$1.05M 0.02%
5,154
+44
UPS icon
261
United Parcel Service
UPS
$81.1B
$1.04M 0.02%
12,506
+247
NICE icon
262
Nice
NICE
$6.67B
$1.03M 0.02%
7,144
-265
DLN icon
263
WisdomTree US LargeCap Dividend Fund
DLN
$5.52B
$1.03M 0.02%
11,830
+19
CP icon
264
Canadian Pacific Kansas City
CP
$64.8B
$1.02M 0.02%
13,740
+850
PNW icon
265
Pinnacle West Capital
PNW
$10.6B
$1.02M 0.02%
11,339
-2,177
MU icon
266
Micron Technology
MU
$270B
$1.01M 0.02%
6,063
+223
CSQ icon
267
Calamos Strategic Total Return Fund
CSQ
$3.04B
$1.01M 0.02%
52,333
+37
NUE icon
268
Nucor
NUE
$36.9B
$995K 0.02%
7,347
-2
COO icon
269
Cooper Companies
COO
$15.1B
$961K 0.02%
14,017
+175
ECL icon
270
Ecolab
ECL
$76.7B
$950K 0.02%
3,461
-10
SCHF icon
271
Schwab International Equity ETF
SCHF
$53.4B
$949K 0.02%
40,764
-1
OEF icon
272
iShares S&P 100 ETF
OEF
$28.9B
$937K 0.02%
2,817
+1
NOC icon
273
Northrop Grumman
NOC
$78.1B
$926K 0.02%
1,518
-173
INTU icon
274
Intuit
INTU
$177B
$912K 0.02%
1,334
-53
PLD icon
275
Prologis
PLD
$120B
$898K 0.02%
7,840
-217
9 10
11
12 13