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
$6.18B
AUM Growth
+$1.31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
537
New
Increased
Reduced
Closed

Top Buys

1
+$104M
2
+$102M
3
+$82M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$80.6M
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$71.6M

Top Sells

1
+$70.6M
2
+$6.46M
3
+$2.63M
4
ISSC icon
Innovative Solutions & Support
ISSC
+$1.46M
5
ARCC icon
Ares Capital
ARCC
+$1.19M

Sector Composition

1 Financials 13.45%
2 Technology 11.25%
3 Communication Services 5.32%
4 Industrials 4.67%
5 Healthcare 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
O icon
426
Realty Income
O
$59.1B
$303K ﹤0.01%
4,961
+27
VRTX icon
427
Vertex Pharmaceuticals
VRTX
$111B
$303K ﹤0.01%
678
+185
PLD icon
428
Prologis
PLD
$132B
$303K ﹤0.01%
2,289
+149
UL icon
429
Unilever
UL
$125B
$300K ﹤0.01%
5,273
RSG icon
430
Republic Services
RSG
$63.4B
$297K ﹤0.01%
1,358
+2
TSSI
431
TSS Inc
TSSI
$463M
$295K ﹤0.01%
+22,643
IYH icon
432
iShares US Healthcare ETF
IYH
$2.89B
$293K ﹤0.01%
4,756
-995
GMED icon
433
Globus Medical
GMED
$12.7B
$293K ﹤0.01%
3,397
-784
F icon
434
Ford
F
$50.7B
$291K ﹤0.01%
25,217
+2,233
SHW icon
435
Sherwin-Williams
SHW
$82.8B
$290K ﹤0.01%
905
-105
STX icon
436
Seagate
STX
$130B
$289K ﹤0.01%
739
-27
IWN icon
437
iShares Russell 2000 Value ETF
IWN
$13.3B
$289K ﹤0.01%
1,524
+235
PPA icon
438
Invesco Aerospace & Defense ETF
PPA
$8.09B
$285K ﹤0.01%
+1,722
AEM icon
439
Agnico Eagle Mines
AEM
$102B
$284K ﹤0.01%
+1,400
PAVE icon
440
Global X US Infrastructure Development ETF
PAVE
$12.6B
$282K ﹤0.01%
+5,556
DHI icon
441
D.R. Horton
DHI
$47B
$281K ﹤0.01%
2,050
VBK icon
442
Vanguard Small-Cap Growth ETF
VBK
$22.5B
$281K ﹤0.01%
930
+250
MDT icon
443
Medtronic
MDT
$107B
$281K ﹤0.01%
3,243
+529
COR icon
444
Cencora
COR
$60.8B
$278K ﹤0.01%
884
VHT icon
445
Vanguard Health Care ETF
VHT
$16.3B
$277K ﹤0.01%
1,016
+103
VNLA icon
446
Janus Henderson Short Duration Income ETF
VNLA
$3.17B
$276K ﹤0.01%
5,652
FXB icon
447
Invesco CurrencyShares British Pound Sterling Trust
FXB
$65M
$275K ﹤0.01%
+2,156
OCSL icon
448
Oaktree Specialty Lending
OCSL
$1.12B
$274K ﹤0.01%
+24,250
GNRC icon
449
Generac Holdings
GNRC
$12.5B
$272K ﹤0.01%
+1,390
CBRE icon
450
CBRE Group
CBRE
$45B
$271K ﹤0.01%
1,999
-5
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