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
$5.59B
AUM Growth
+$461M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
565
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$11.4M
3
+$11.3M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$8.27M
5
MGC icon
Vanguard Mega Cap 300 Index ETF
MGC
+$5.48M

Top Sells

1
+$16.3M
2
+$4.09M
3
+$3.05M
4
AAPL icon
Apple
AAPL
+$2.79M
5
AVGO icon
Broadcom
AVGO
+$2.69M

Sector Composition

1 Financials 15.81%
2 Technology 13.06%
3 Communication Services 5.49%
4 Industrials 4.42%
5 Healthcare 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FCX icon
401
Freeport-McMoran
FCX
$61.7B
$403K 0.01%
10,278
+6
EW icon
402
Edwards Lifesciences
EW
$49.2B
$399K 0.01%
5,127
WPM icon
403
Wheaton Precious Metals
WPM
$48.9B
$398K 0.01%
3,555
+408
XEL icon
404
Xcel Energy
XEL
$46.8B
$376K 0.01%
4,666
-289
ETR icon
405
Entergy
ETR
$41.5B
$375K 0.01%
4,019
+155
DBC icon
406
Invesco DB Commodity Index Tracking Fund
DBC
$1.26B
$374K 0.01%
16,618
IBB icon
407
iShares Biotechnology ETF
IBB
$8.6B
$371K 0.01%
2,571
DRI icon
408
Darden Restaurants
DRI
$20.3B
$371K 0.01%
1,949
+12
ELS icon
409
Equity Lifestyle Properties
ELS
$12.1B
$371K 0.01%
6,109
+11
IEF icon
410
iShares 7-10 Year Treasury Bond ETF
IEF
$45.1B
$369K 0.01%
3,830
+10
ELV icon
411
Elevance Health
ELV
$73.5B
$369K 0.01%
1,139
+150
MRVL icon
412
Marvell Technology
MRVL
$80.1B
$369K 0.01%
4,391
+967
FPAS
413
FPA Short Duration Government ETF
FPAS
$2.54M
$366K 0.01%
14,375
MELI icon
414
Mercado Libre
MELI
$107B
$365K 0.01%
156
+24
QQQM icon
415
Invesco NASDAQ 100 ETF
QQQM
$70.4B
$362K 0.01%
1,463
YUMC icon
416
Yum China
YUMC
$17.3B
$362K 0.01%
8,424
-192
GEHC icon
417
GE HealthCare
GEHC
$36.5B
$361K 0.01%
4,803
+303
NI icon
418
NiSource
NI
$20B
$358K 0.01%
8,270
+18
CMI icon
419
Cummins
CMI
$69.2B
$358K 0.01%
844
+18
HII icon
420
Huntington Ingalls Industries
HII
$12.1B
$353K 0.01%
1,225
+98
TGT icon
421
Target
TGT
$41B
$351K 0.01%
3,910
-52
HOLX icon
422
Hologic
HOLX
$16.7B
$350K 0.01%
5,191
-531
CIEN icon
423
Ciena
CIEN
$28.6B
$350K 0.01%
+2,400
DHI icon
424
D.R. Horton
DHI
$46.3B
$348K 0.01%
2,052
CBRE icon
425
CBRE Group
CBRE
$47.4B
$346K 0.01%
2,193
+127
15 16
17
18 19