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
SCHF icon
276
Schwab International Equity ETF
SCHF
$62.4B
$756K 0.02%
31,450
-9,314
CB icon
277
Chubb
CB
$127B
$744K 0.02%
2,383
-281
BXSL icon
278
Blackstone Secured Lending
BXSL
$5.44B
$735K 0.02%
27,905
-4,365
PLTR icon
279
Palantir
PLTR
$342B
$729K 0.02%
4,100
-2,260
DIA icon
280
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$44.3B
$728K 0.02%
1,515
-83
GSK icon
281
GSK
GSK
$109B
$727K 0.01%
14,822
-1,715
NOC icon
282
Northrop Grumman
NOC
$81.7B
$721K 0.01%
1,263
-255
GWRE icon
283
Guidewire Software
GWRE
$11.8B
$702K 0.01%
3,490
-214
AOM icon
284
iShares Core Moderate Allocation ETF
AOM
$1.72B
$700K 0.01%
14,671
-234
CTAS icon
285
Cintas
CTAS
$70.4B
$700K 0.01%
3,721
-125
SRE icon
286
Sempra
SRE
$60.9B
$693K 0.01%
7,848
-739
DCOR icon
287
Dimensional US Core Equity 1 ETF
DCOR
$2.91B
$690K 0.01%
9,366
-23,067
HSBC icon
288
HSBC
HSBC
$308B
$683K 0.01%
8,683
+1,593
VYMI icon
289
Vanguard International High Dividend Yield ETF
VYMI
$18.7B
$676K 0.01%
7,516
+20
NSC icon
290
Norfolk Southern
NSC
$71.8B
$666K 0.01%
2,308
-39
NICE icon
291
Nice
NICE
$5.96B
$659K 0.01%
5,834
-1,310
PRU icon
292
Prudential Financial
PRU
$32.8B
$657K 0.01%
5,817
-557
WELL icon
293
Welltower
WELL
$147B
$639K 0.01%
3,440
-85
CARR icon
294
Carrier Global
CARR
$50.9B
$638K 0.01%
12,077
-1,327
HALO icon
295
Halozyme
HALO
$7.74B
$638K 0.01%
9,482
-84
NVS icon
296
Novartis
NVS
$278B
$637K 0.01%
4,619
-11
LHX icon
297
L3Harris
LHX
$59.3B
$632K 0.01%
2,152
-471
DFUV icon
298
Dimensional US Marketwide Value ETF
DFUV
$14.2B
$630K 0.01%
13,515
+44
RYLD icon
299
Global X Russell 2000 Covered Call ETF
RYLD
$1.3B
$629K 0.01%
41,120
-94,074
CP icon
300
Canadian Pacific Kansas City
CP
$78B
$627K 0.01%
8,517
-5,223
10 11
12
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