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
SPOT icon
276
Spotify
SPOT
$98.4B
$892K 0.02%
1,278
+253
SCZ icon
277
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.1B
$888K 0.02%
11,570
TDG icon
278
TransDigm Group
TDG
$65.1B
$880K 0.02%
668
SE icon
279
Sea Limited
SE
$47.3B
$873K 0.02%
4,887
+856
PYPL icon
280
PayPal
PYPL
$41.6B
$872K 0.02%
13,010
-1,116
CYBR
281
DELISTED
CyberArk
CYBR
$870K 0.02%
1,800
-142
IWO icon
282
iShares Russell 2000 Growth ETF
IWO
$12.3B
$863K 0.02%
2,698
+24
INTC icon
283
Intel
INTC
$220B
$862K 0.02%
25,683
-8,994
GWRE icon
284
Guidewire Software
GWRE
$12.8B
$851K 0.02%
3,704
+101
MDT icon
285
Medtronic
MDT
$113B
$850K 0.02%
8,929
+816
BXSL icon
286
Blackstone Secured Lending
BXSL
$5.58B
$841K 0.02%
32,270
+6,075
PXF icon
287
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
$2.51B
$838K 0.02%
13,704
-25
DOW icon
288
Dow Inc
DOW
$28.4B
$832K 0.01%
36,285
+11,495
SAP icon
289
SAP
SAP
$195B
$829K 0.01%
3,103
+125
GILD icon
290
Gilead Sciences
GILD
$170B
$817K 0.01%
7,364
+2
AMD icon
291
Advanced Micro Devices
AMD
$332B
$803K 0.01%
4,963
+293
SHW icon
292
Sherwin-Williams
SHW
$79B
$803K 0.01%
2,311
-65
LHX icon
293
L3Harris
LHX
$65.2B
$801K 0.01%
2,623
+44
CARR icon
294
Carrier Global
CARR
$45.7B
$800K 0.01%
13,404
-1,096
CTAS icon
295
Cintas
CTAS
$67.5B
$789K 0.01%
3,846
+1,814
APP icon
296
Applovin
APP
$132B
$788K 0.01%
+1,096
IWS icon
297
iShares Russell Mid-Cap Value ETF
IWS
$14.6B
$785K 0.01%
5,624
+321
GBTC icon
298
Grayscale Bitcoin Trust
GBTC
$27.2B
$782K 0.01%
8,715
SRE icon
299
Sempra
SRE
$62.4B
$773K 0.01%
8,587
+115
SHM icon
300
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.47B
$759K 0.01%
15,747
+52
10 11
12
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