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
SPOT icon
276
Spotify
SPOT
$119B
$892K 0.02%
1,278
+253
SCZ icon
277
iShares MSCI EAFE Small-Cap ETF
SCZ
$12.4B
$888K 0.02%
11,570
TDG icon
278
TransDigm Group
TDG
$75.7B
$880K 0.02%
668
SE icon
279
Sea Limited
SE
$81.6B
$873K 0.02%
4,887
+856
PYPL icon
280
PayPal
PYPL
$58.9B
$872K 0.02%
13,010
-1,116
CYBR icon
281
CyberArk
CYBR
$23.1B
$870K 0.02%
1,800
-142
IWO icon
282
iShares Russell 2000 Growth ETF
IWO
$12.9B
$863K 0.02%
2,698
+24
INTC icon
283
Intel
INTC
$207B
$862K 0.02%
25,683
-8,994
GWRE icon
284
Guidewire Software
GWRE
$18.3B
$851K 0.02%
3,704
+101
MDT icon
285
Medtronic
MDT
$131B
$850K 0.02%
8,929
+816
BXSL icon
286
Blackstone Secured Lending
BXSL
$6.34B
$841K 0.02%
32,270
+6,075
PXF icon
287
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
$2.21B
$838K 0.02%
13,704
-25
DOW icon
288
Dow Inc
DOW
$17B
$832K 0.01%
36,285
+11,495
SAP icon
289
SAP
SAP
$282B
$829K 0.01%
3,103
+125
GILD icon
290
Gilead Sciences
GILD
$154B
$817K 0.01%
7,364
+2
AMD icon
291
Advanced Micro Devices
AMD
$350B
$803K 0.01%
4,963
+293
SHW icon
292
Sherwin-Williams
SHW
$83.7B
$803K 0.01%
2,311
-65
LHX icon
293
L3Harris
LHX
$51.2B
$801K 0.01%
2,623
+44
CARR icon
294
Carrier Global
CARR
$45.3B
$800K 0.01%
13,404
-1,096
CTAS icon
295
Cintas
CTAS
$74B
$789K 0.01%
3,846
+1,814
APP icon
296
Applovin
APP
$221B
$788K 0.01%
+1,096
IWS icon
297
iShares Russell Mid-Cap Value ETF
IWS
$13.9B
$785K 0.01%
5,624
+321
GBTC icon
298
Grayscale Bitcoin Trust
GBTC
$36.4B
$782K 0.01%
8,715
SRE icon
299
Sempra
SRE
$59.4B
$773K 0.01%
8,587
+115
SHM icon
300
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.5B
$759K 0.01%
15,747
+52
10 11
12
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