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
YUMC icon
401
Yum China
YUMC
$16.7B
$385K 0.01%
8,616
+28
IWN icon
402
iShares Russell 2000 Value ETF
IWN
$12B
$382K 0.01%
2,422
-414
XBI icon
403
State Street SPDR S&P Biotech ETF
XBI
$6.61B
$377K 0.01%
4,541
-4,071
ELS icon
404
Equity Lifestyle Properties
ELS
$12B
$376K 0.01%
6,098
-6,578
HOLX icon
405
Hologic
HOLX
$16.6B
$373K 0.01%
5,722
-794
WBA
406
DELISTED
Walgreens Boots Alliance
WBA
$369K 0.01%
32,133
-4,170
WDAY icon
407
Workday
WDAY
$60.3B
$366K 0.01%
1,527
+51
IEF icon
408
iShares 7-10 Year Treasury Bond ETF
IEF
$38.7B
$366K 0.01%
3,820
-1,750
FPAS
409
FPA Short Duration Government ETF
FPAS
$5.09M
$365K 0.01%
14,375
DBC icon
410
Invesco DB Commodity Index Tracking Fund
DBC
$1.3B
$362K 0.01%
16,618
ZBRA icon
411
Zebra Technologies
ZBRA
$13B
$357K 0.01%
1,158
-100
MET icon
412
MetLife
MET
$52.8B
$350K 0.01%
4,350
-313
BTI icon
413
British American Tobacco
BTI
$121B
$348K 0.01%
7,362
+1,163
BSX icon
414
Boston Scientific
BSX
$154B
$348K 0.01%
3,242
+172
AVDE icon
415
Avantis International Equity ETF
AVDE
$9.84B
$346K 0.01%
+4,681
MELI icon
416
Mercado Libre
MELI
$107B
$345K 0.01%
132
-29
XEL icon
417
Xcel Energy
XEL
$47.7B
$337K 0.01%
4,955
+941
RSG icon
418
Republic Services
RSG
$63.5B
$337K 0.01%
1,366
+3
ACI icon
419
Albertsons Companies
ACI
$9.81B
$333K 0.01%
15,500
GEHC icon
420
GE HealthCare
GEHC
$34.2B
$333K 0.01%
4,500
-176
ISRG icon
421
Intuitive Surgical
ISRG
$203B
$333K 0.01%
613
-36
NI icon
422
NiSource
NI
$20.7B
$333K 0.01%
8,252
+155
QQQM icon
423
Invesco NASDAQ 100 ETF
QQQM
$65.2B
$332K 0.01%
1,463
+4
GMED icon
424
Globus Medical
GMED
$11.3B
$332K 0.01%
5,625
-108
IBB icon
425
iShares Biotechnology ETF
IBB
$6.6B
$325K 0.01%
2,571
-3,531
15 16
17
18 19