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
QYLD icon
251
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.32B
$909K 0.02%
51,433
-54,409
VGT icon
252
Vanguard Information Technology ETF
VGT
$15.7B
$899K 0.02%
9,544
-9,400
OEF icon
253
iShares S&P 100 ETF
OEF
$19.5B
$897K 0.02%
2,617
-200
COO icon
254
Cooper Companies
COO
$12.6B
$895K 0.02%
10,922
-3,095
PXF icon
255
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
$2.74B
$890K 0.02%
13,574
-130
TDG icon
256
TransDigm Group
TDG
$64.8B
$888K 0.02%
668
CRCL
257
Circle Internet Group
CRCL
$24.6B
$868K 0.02%
+10,944
INTU icon
258
Intuit
INTU
$109B
$866K 0.02%
1,307
-27
ETN icon
259
Eaton
ETN
$164B
$865K 0.02%
2,715
-1,110
IWO icon
260
iShares Russell 2000 Growth ETF
IWO
$13.8B
$857K 0.02%
2,656
-42
HYG icon
261
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.6B
$850K 0.02%
10,545
-2,850
DLN icon
262
WisdomTree US LargeCap Dividend Fund
DLN
$5.93B
$828K 0.02%
9,402
-2,428
WTW icon
263
Willis Towers Watson
WTW
$27.1B
$823K 0.02%
2,505
-1,772
BHK icon
264
BlackRock Core Bond Trust
BHK
$664M
$822K 0.02%
85,752
+11,581
GPZ
265
VanEck Alternative Asset Manager ETF
GPZ
$246M
$822K 0.02%
+30,259
INTC icon
266
Intel
INTC
$414B
$806K 0.02%
21,853
-3,830
NLY icon
267
Annaly Capital Management
NLY
$16.6B
$803K 0.02%
35,925
+91
CYBR
268
DELISTED
CyberArk
CYBR
$803K 0.02%
1,800
UPS icon
269
United Parcel Service
UPS
$90.9B
$782K 0.02%
7,885
-4,621
GILD icon
270
Gilead Sciences
GILD
$162B
$779K 0.02%
6,350
-1,014
AMD icon
271
Advanced Micro Devices
AMD
$567B
$772K 0.02%
3,607
-1,356
IYM icon
272
iShares US Basic Materials ETF
IYM
$1.4B
$768K 0.02%
4,987
-22
SHM icon
273
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.43B
$759K 0.02%
15,818
+71
ORI icon
274
Old Republic International
ORI
$9.84B
$758K 0.02%
16,617
-14
SCZ icon
275
iShares MSCI EAFE Small-Cap ETF
SCZ
$14.2B
$757K 0.02%
9,760
-1,810
9 10
11
12 13