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
$5.13B
AUM Growth
-$31.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
626
New
Increased
Reduced
Closed

Top Buys

1
+$33.6M
2
+$17.2M
3
+$17.2M
4
MSFT icon
Microsoft
MSFT
+$8.53M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.62M

Top Sells

1
+$120M
2
+$52.6M
3
+$32.5M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$29.1M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$20.2M

Sector Composition

1 Financials 16.09%
2 Technology 12.62%
3 Communication Services 4.86%
4 Industrials 4.43%
5 Healthcare 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVO icon
301
Novo Nordisk
NVO
$223B
$714K 0.01%
10,343
-1,681
MDT icon
302
Medtronic
MDT
$123B
$707K 0.01%
8,113
-125,022
IYM icon
303
iShares US Basic Materials ETF
IYM
$562M
$701K 0.01%
5,006
+1
XLU icon
304
Utilities Select Sector SPDR Fund
XLU
$22.1B
$701K 0.01%
8,580
+426
IWS icon
305
iShares Russell Mid-Cap Value ETF
IWS
$14.2B
$701K 0.01%
5,303
-5,287
NLY icon
306
Annaly Capital Management
NLY
$14.9B
$692K 0.01%
36,782
+18
PRU icon
307
Prudential Financial
PRU
$37.7B
$691K 0.01%
6,431
+75
FFIN icon
308
First Financial Bankshares
FFIN
$4.49B
$690K 0.01%
19,164
OTIS icon
309
Otis Worldwide
OTIS
$35.5B
$688K 0.01%
6,947
+116
WMB icon
310
Williams Companies
WMB
$73.8B
$687K 0.01%
10,936
-15,096
DTE icon
311
DTE Energy
DTE
$29.1B
$679K 0.01%
5,127
+26
GIS icon
312
General Mills
GIS
$24.8B
$663K 0.01%
12,795
+10
AMD icon
313
Advanced Micro Devices
AMD
$421B
$663K 0.01%
4,670
-335
AOM icon
314
iShares Core Moderate Allocation ETF
AOM
$1.63B
$658K 0.01%
14,285
-35
DOW icon
315
Dow Inc
DOW
$15.8B
$656K 0.01%
24,790
-1,053
IBTH icon
316
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$1.75B
$653K 0.01%
29,022
LHX icon
317
L3Harris
LHX
$56.2B
$647K 0.01%
2,579
-38
SE icon
318
Sea Limited
SE
$84.9B
$645K 0.01%
4,031
-935
SYY icon
319
Sysco
SYY
$36.1B
$645K 0.01%
8,512
+7
SRE icon
320
Sempra
SRE
$60.4B
$642K 0.01%
8,472
+51
ORI icon
321
Old Republic International
ORI
$10.6B
$639K 0.01%
16,631
GSK icon
322
GSK
GSK
$96.6B
$638K 0.01%
16,626
-88
ASML icon
323
ASML
ASML
$403B
$637K 0.01%
794
+216
DD icon
324
DuPont de Nemours
DD
$17.1B
$636K 0.01%
9,276
-709
VEGI icon
325
iShares MSCI Agriculture Producers ETF
VEGI
$90.5M
$633K 0.01%
15,720
11 12
13
14 15