MFIM

Mesirow Financial Investment Management Portfolio holdings

AUM $4.87B
1-Year Est. Return 20.13%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.13%
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
PYPL icon
426
PayPal
PYPL
$42.7B
$260K 0.01%
4,452
-8,558
ACI icon
427
Albertsons Companies
ACI
$9B
$258K 0.01%
15,000
-500
LFUS icon
428
Littelfuse
LFUS
$8.66B
$253K 0.01%
1,000
KEYS icon
429
Keysight
KEYS
$52B
$252K 0.01%
+1,239
GNR icon
430
State Street SPDR S&P Global Natural Resources ETF
GNR
$4.74B
$250K 0.01%
4,030
+42
TPL icon
431
Texas Pacific Land
TPL
$36.1B
$250K 0.01%
872
-1
AVDV icon
432
Avantis International Small Cap Value ETF
AVDV
$18B
$250K 0.01%
2,662
IBIT icon
433
iShares Bitcoin Trust
IBIT
$51.9B
$249K 0.01%
5,014
-3,896
FHLC icon
434
Fidelity MSCI Health Care Index ETF
FHLC
$2.94B
$248K 0.01%
3,333
-786
NEPH icon
435
Nephros
NEPH
$41.1M
$244K 0.01%
50,000
+36,200
KMB icon
436
Kimberly-Clark
KMB
$34.7B
$244K 0.01%
2,417
+229
IYW icon
437
iShares US Technology ETF
IYW
$19.3B
$240K ﹤0.01%
1,200
SKE
438
Skeena Resources
SKE
$4.24B
$237K ﹤0.01%
+10,000
IWN icon
439
iShares Russell 2000 Value ETF
IWN
$12.8B
$234K ﹤0.01%
1,289
-1,466
ZBH icon
440
Zimmer Biomet
ZBH
$19.4B
$232K ﹤0.01%
2,585
-138
ISRG icon
441
Intuitive Surgical
ISRG
$177B
$232K ﹤0.01%
410
-155
NRGV icon
442
Energy Vault
NRGV
$535M
$231K ﹤0.01%
50,000
-50,000
SCHV icon
443
Schwab US Large-Cap Value ETF
SCHV
$15.4B
$230K ﹤0.01%
7,758
APD icon
444
Air Products & Chemicals
APD
$60.8B
$229K ﹤0.01%
927
-65
SAP icon
445
SAP
SAP
$229B
$227K ﹤0.01%
935
-2,168
HCA icon
446
HCA Healthcare
HCA
$121B
$227K ﹤0.01%
485
-854
ICCC icon
447
ImmuCell
ICCC
$57.9M
$224K ﹤0.01%
36,481
+24,303
AVUS icon
448
Avantis US Equity ETF
AVUS
$11.2B
$224K ﹤0.01%
2,007
VRTX icon
449
Vertex Pharmaceuticals
VRTX
$120B
$224K ﹤0.01%
493
-186
RYAN icon
450
Ryan Specialty Holdings
RYAN
$5.18B
$222K ﹤0.01%
4,300
-46
16 17
18
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