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
GRID icon
251
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$3.91B
$1.08M 0.02%
7,777
+1,520
MMM icon
252
3M
MMM
$90.9B
$1.08M 0.02%
7,100
-38
HYG icon
253
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$18.1B
$1.08M 0.02%
13,395
-75
SCCO icon
254
Southern Copper
SCCO
$112B
$1.07M 0.02%
10,818
CARR icon
255
Carrier Global
CARR
$47.2B
$1.06M 0.02%
14,500
+1,079
DFAI icon
256
Dimensional International Core Equity Market ETF
DFAI
$12B
$1.06M 0.02%
30,590
+4,157
PYPL icon
257
PayPal
PYPL
$62.9B
$1.05M 0.02%
14,126
-781
PANW icon
258
Palo Alto Networks
PANW
$144B
$1.05M 0.02%
5,110
+1,603
CP icon
259
Canadian Pacific Kansas City
CP
$65.2B
$1.02M 0.02%
12,890
-1,167
TDG icon
260
TransDigm Group
TDG
$73.7B
$1.02M 0.02%
668
-8
PWB icon
261
Invesco Large Cap Growth ETF
PWB
$1.36B
$1.01M 0.02%
8,600
ED icon
262
Consolidated Edison
ED
$36.2B
$999K 0.02%
9,952
-948
BK icon
263
Bank of New York Mellon
BK
$78.5B
$995K 0.02%
10,927
+420
EFV icon
264
iShares MSCI EAFE Value ETF
EFV
$28.6B
$987K 0.02%
15,546
+3,352
COO icon
265
Cooper Companies
COO
$14.4B
$985K 0.02%
13,842
+120
DLN icon
266
WisdomTree US LargeCap Dividend Fund
DLN
$5.47B
$970K 0.02%
11,811
-11,811
CSQ icon
267
Calamos Strategic Total Return Fund
CSQ
$3.08B
$954K 0.02%
52,296
+41
STZ icon
268
Constellation Brands
STZ
$22.7B
$953K 0.02%
5,855
-31
NUE icon
269
Nucor
NUE
$34B
$952K 0.02%
7,349
+19
ECL icon
270
Ecolab
ECL
$73.9B
$937K 0.02%
3,471
-78
SAP icon
271
SAP
SAP
$295B
$906K 0.02%
2,978
-248
KLAC icon
272
KLA
KLAC
$158B
$902K 0.02%
1,006
-230
SCHF icon
273
Schwab International Equity ETF
SCHF
$53.7B
$901K 0.02%
40,765
+5,613
OEF icon
274
iShares S&P 100 ETF
OEF
$27.9B
$857K 0.02%
2,816
-2,474
PLTR icon
275
Palantir
PLTR
$439B
$854K 0.02%
6,268
-222
9 10
11
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