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
KLAC icon
251
KLA
KLAC
$192B
$1.13M 0.02%
1,048
+42
ED icon
252
Consolidated Edison
ED
$40.2B
$1.11M 0.02%
10,994
+1,042
REGN icon
253
Regeneron Pharmaceuticals
REGN
$80.4B
$1.1M 0.02%
1,951
-352
MMM icon
254
3M
MMM
$76.5B
$1.1M 0.02%
7,065
-35
IBDU icon
255
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$3.68B
$1.09M 0.02%
46,583
+27,846
ASML icon
256
ASML
ASML
$515B
$1.09M 0.02%
1,125
+331
HYG icon
257
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$15.6B
$1.09M 0.02%
13,395
PWB icon
258
Invesco Large Cap Growth ETF
PWB
$1.53B
$1.08M 0.02%
8,600
EFV icon
259
iShares MSCI EAFE Value ETF
EFV
$28.4B
$1.05M 0.02%
15,546
PANW icon
260
Palo Alto Networks
PANW
$127B
$1.05M 0.02%
5,154
+44
UPS icon
261
United Parcel Service
UPS
$83B
$1.04M 0.02%
12,506
+247
NICE icon
262
Nice
NICE
$6.53B
$1.03M 0.02%
7,144
-265
DLN icon
263
WisdomTree US LargeCap Dividend Fund
DLN
$5.6B
$1.03M 0.02%
11,830
+19
CP icon
264
Canadian Pacific Kansas City
CP
$71.3B
$1.02M 0.02%
13,740
+850
PNW icon
265
Pinnacle West Capital
PNW
$11.9B
$1.02M 0.02%
11,339
-2,177
MU icon
266
Micron Technology
MU
$401B
$1.01M 0.02%
6,063
+223
CSQ icon
267
Calamos Strategic Total Return Fund
CSQ
$2.77B
$1.01M 0.02%
52,333
+37
NUE icon
268
Nucor
NUE
$37.9B
$995K 0.02%
7,347
-2
COO icon
269
Cooper Companies
COO
$14B
$961K 0.02%
14,017
+175
ECL icon
270
Ecolab
ECL
$74.7B
$950K 0.02%
3,461
-10
SCHF icon
271
Schwab International Equity ETF
SCHF
$56.8B
$949K 0.02%
40,764
-1
OEF icon
272
iShares S&P 100 ETF
OEF
$18.2B
$937K 0.02%
2,817
+1
NOC icon
273
Northrop Grumman
NOC
$98.6B
$926K 0.02%
1,518
-173
INTU icon
274
Intuit
INTU
$120B
$912K 0.02%
1,334
-53
PLD icon
275
Prologis
PLD
$121B
$898K 0.02%
7,840
-217
9 10
11
12 13