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
$6.18B
AUM Growth
+$1.31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
537
New
Increased
Reduced
Closed

Top Buys

1
+$104M
2
+$102M
3
+$82M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$80.6M
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$71.6M

Top Sells

1
+$70.6M
2
+$6.46M
3
+$2.63M
4
ISSC icon
Innovative Solutions & Support
ISSC
+$1.46M
5
ARCC icon
Ares Capital
ARCC
+$1.19M

Sector Composition

1 Financials 13.45%
2 Technology 11.25%
3 Communication Services 5.32%
4 Industrials 4.67%
5 Healthcare 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KHC icon
351
Kraft Heinz
KHC
$26B
$541K 0.01%
24,040
+3,505
PRU icon
352
Prudential Financial
PRU
$32.8B
$536K 0.01%
5,487
-330
VMC icon
353
Vulcan Materials
VMC
$38B
$535K 0.01%
1,967
+31
Q
354
Qnity Electronics Inc
Q
$29.4B
$535K 0.01%
4,636
+28
TRP icon
355
TC Energy
TRP
$63.4B
$534K 0.01%
8,535
+2
VOT icon
356
Vanguard Mid-Cap Growth ETF
VOT
$18.1B
$525K 0.01%
2,042
+1,258
XYLD icon
357
Global X S&P 500 Covered Call ETF
XYLD
$3.08B
$517K 0.01%
13,222
+6,450
SPGI icon
358
S&P Global
SPGI
$130B
$513K 0.01%
1,206
+114
GBTC icon
359
Grayscale Bitcoin Trust
GBTC
$30.9B
$510K 0.01%
9,669
+3,523
VTIP icon
360
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$17.3B
$505K 0.01%
10,105
+371
STZ icon
361
Constellation Brands
STZ
$27.8B
$499K 0.01%
3,329
+9
FTV icon
362
Fortive
FTV
$18.8B
$499K 0.01%
9,029
+344
GM icon
363
General Motors
GM
$70.5B
$495K 0.01%
6,650
+935
NAMS icon
364
NewAmsterdam Pharma
NAMS
$3.61B
$494K 0.01%
15,430
+7,215
VXF icon
365
Vanguard Extended Market ETF
VXF
$28.1B
$491K 0.01%
2,386
-16
DOW icon
366
Dow Inc
DOW
$27.4B
$488K 0.01%
11,713
-8,284
STT icon
367
State Street
STT
$41.8B
$454K 0.01%
3,585
TRV icon
368
Travelers Companies
TRV
$65.2B
$453K 0.01%
1,554
+17
MSOS icon
369
AdvisorShares Pure US Cannabis ETF
MSOS
$906M
$446K 0.01%
125,600
+1,400
GWRE icon
370
Guidewire Software
GWRE
$11.1B
$445K 0.01%
2,975
-515
IWV icon
371
iShares Russell 3000 ETF
IWV
$18.6B
$444K 0.01%
1,199
-120
XLV icon
372
State Street Health Care Select Sector SPDR ETF
XLV
$38.4B
$438K 0.01%
2,991
+635
SWK icon
373
Stanley Black & Decker
SWK
$11.8B
$438K 0.01%
6,160
VCIT icon
374
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$64.6B
$435K 0.01%
+5,263
IBB icon
375
iShares Biotechnology ETF
IBB
$8.4B
$434K 0.01%
2,572
+438
13 14
15
16 17