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
VXF icon
376
Vanguard Extended Market ETF
VXF
$24.5B
$456K 0.01%
2,364
-1
OXY icon
377
Occidental Petroleum
OXY
$41.3B
$455K 0.01%
10,829
+5,085
AMAT icon
378
Applied Materials
AMAT
$184B
$454K 0.01%
2,478
+23
CTAS icon
379
Cintas
CTAS
$74.5B
$453K 0.01%
2,032
-920
AEM icon
380
Agnico Eagle Mines
AEM
$86.9B
$452K 0.01%
3,800
FCX icon
381
Freeport-McMoran
FCX
$60B
$445K 0.01%
10,272
+943
NEM icon
382
Newmont
NEM
$102B
$443K 0.01%
7,611
+755
EL icon
383
Estee Lauder
EL
$33.2B
$438K 0.01%
5,421
-218
IBDU icon
384
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$2.93B
$437K 0.01%
+18,737
IWV icon
385
iShares Russell 3000 ETF
IWV
$17.5B
$432K 0.01%
1,232
-183
NUV icon
386
Nuveen Municipal Value Fund
NUV
$1.89B
$430K 0.01%
49,537
+103
ORLY icon
387
O'Reilly Automotive
ORLY
$82.8B
$429K 0.01%
4,755
XYLD icon
388
Global X S&P 500 Covered Call ETF
XYLD
$3.14B
$425K 0.01%
10,916
-2,481
BAX icon
389
Baxter International
BAX
$9.61B
$425K 0.01%
14,023
-84
DRI icon
390
Darden Restaurants
DRI
$20.4B
$422K 0.01%
1,937
+12
CMG icon
391
Chipotle Mexican Grill
CMG
$41.4B
$422K 0.01%
7,512
+2,960
SWK icon
392
Stanley Black & Decker
SWK
$10.6B
$418K 0.01%
6,174
+14
WHR icon
393
Whirlpool
WHR
$3.74B
$418K 0.01%
+4,119
BSCP icon
394
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
$2.98B
$409K 0.01%
19,781
-372
EW icon
395
Edwards Lifesciences
EW
$49.7B
$401K 0.01%
5,127
+93
STT icon
396
State Street
STT
$33.8B
$401K 0.01%
3,768
+15
WBD icon
397
Warner Bros
WBD
$55B
$397K 0.01%
34,647
-3,378
TGT icon
398
Target
TGT
$41.8B
$391K 0.01%
3,962
+500
COKE icon
399
Coca-Cola Consolidated
COKE
$13.3B
$386K 0.01%
3,454
+4
ELV icon
400
Elevance Health
ELV
$72.8B
$385K 0.01%
989
+224
14 15
16
17 18