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
GBTC icon
351
Grayscale Bitcoin Trust
GBTC
$30.8B
$420K 0.01%
6,146
-2,569
PEG icon
352
Public Service Enterprise Group
PEG
$40.3B
$410K 0.01%
5,112
-164
GIS icon
353
General Mills
GIS
$18.7B
$402K 0.01%
8,644
-4,213
ASML icon
354
ASML
ASML
$562B
$400K 0.01%
373
-752
YUMC icon
355
Yum China
YUMC
$17.1B
$396K 0.01%
8,293
-131
APP icon
356
Applovin
APP
$151B
$396K 0.01%
587
-509
NEM icon
357
Newmont
NEM
$130B
$393K 0.01%
3,941
-3,841
ORLY icon
358
O'Reilly Automotive
ORLY
$77.9B
$393K 0.01%
4,305
-285
MLM icon
359
Martin Marietta Materials
MLM
$37.1B
$388K 0.01%
624
-18
COLD icon
360
Americold
COLD
$3.66B
$386K 0.01%
+30,000
DBC icon
361
Invesco DB Commodity Index Tracking Fund
DBC
$1.72B
$384K 0.01%
17,165
+547
TGT icon
362
Target
TGT
$58.5B
$379K 0.01%
3,880
-30
Q
363
Qnity Electronics Inc
Q
$30.3B
$376K 0.01%
+4,608
FNWD icon
364
Finward Bancorp
FNWD
$146M
$375K 0.01%
10,667
IYH icon
365
iShares US Healthcare ETF
IYH
$2.84B
$374K 0.01%
5,751
+8
DD icon
366
DuPont de Nemours
DD
$19B
$372K 0.01%
9,246
-12,957
ELS icon
367
Equity Lifestyle Properties
ELS
$12.3B
$371K 0.01%
6,119
+10
ICE icon
368
Intercontinental Exchange
ICE
$89.8B
$368K 0.01%
2,269
-223
GMED icon
369
Globus Medical
GMED
$12.8B
$365K 0.01%
4,181
-60
XLV icon
370
State Street Health Care Select Sector SPDR ETF
XLV
$37.9B
$365K 0.01%
2,356
-1,408
VCR icon
371
Vanguard Consumer Discretionary ETF
VCR
$6.15B
$363K 0.01%
922
+159
DRI icon
372
Darden Restaurants
DRI
$23B
$361K 0.01%
1,964
+15
CGDG icon
373
Capital Group Dividend Growers ETF
CGDG
$4.74B
$361K 0.01%
10,127
-7,855
IBB icon
374
iShares Biotechnology ETF
IBB
$8.33B
$360K 0.01%
2,134
-437
AMAT icon
375
Applied Materials
AMAT
$331B
$358K 0.01%
1,394
-1,528
13 14
15
16 17