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
DASH icon
376
DoorDash
DASH
$77B
$358K 0.01%
1,580
-16
SLF icon
377
Sun Life Financial
SLF
$39.6B
$353K 0.01%
5,651
+19
AGI icon
378
Alamos Gold
AGI
$19B
$349K 0.01%
9,049
+2,004
HOLX
379
DELISTED
Hologic
HOLX
$348K 0.01%
4,671
-520
UL icon
380
Unilever
UL
$127B
$345K 0.01%
5,273
-3,337
HII icon
381
Huntington Ingalls Industries
HII
$14.1B
$342K 0.01%
1,006
-219
ITA icon
382
iShares US Aerospace & Defense ETF
ITA
$13.2B
$336K 0.01%
1,565
ADI icon
383
Analog Devices
ADI
$195B
$335K 0.01%
1,235
-740
IXG icon
384
iShares Global Financials ETF
IXG
$545M
$335K 0.01%
2,775
NI icon
385
NiSource
NI
$23B
$334K 0.01%
8,005
-265
SPYG icon
386
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$48.7B
$334K 0.01%
3,128
-53
ETR icon
387
Entergy
ETR
$52B
$328K 0.01%
3,546
-473
SHW icon
388
Sherwin-Williams
SHW
$83.5B
$328K 0.01%
1,010
-1,301
HIG icon
389
Hartford Financial Services
HIG
$37B
$326K 0.01%
2,364
-2,095
MOTI icon
390
VanEck Morningstar International Moat ETF
MOTI
$191M
$325K 0.01%
8,865
-9,638
LRCX icon
391
Lam Research
LRCX
$335B
$323K 0.01%
1,885
-256
CBRE icon
392
CBRE Group
CBRE
$43.5B
$322K 0.01%
2,004
-189
XEL icon
393
Xcel Energy
XEL
$49.4B
$322K 0.01%
4,361
-305
GEHC icon
394
GE HealthCare
GEHC
$31.4B
$317K 0.01%
3,866
-937
BIL icon
395
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$48B
$312K 0.01%
3,420
-2,929
DFLV icon
396
Dimensional US Large Cap Value ETF
DFLV
$5.93B
$311K 0.01%
9,094
-1,140
IGE icon
397
iShares North American Natural Resources ETF
IGE
$870M
$311K 0.01%
6,189
-762
AZN icon
398
AstraZeneca
AZN
$294B
$310K 0.01%
3,375
-5,777
KVUE icon
399
Kenvue
KVUE
$33.6B
$310K 0.01%
17,944
-13,986
RIO icon
400
Rio Tinto
RIO
$162B
$307K 0.01%
3,839
-447
14 15
16
17 18