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
IYH icon
426
iShares US Healthcare ETF
IYH
$3.09B
$324K 0.01%
5,735
+7
ETR icon
427
Entergy
ETR
$43.1B
$321K 0.01%
3,864
+116
UBS icon
428
UBS Group
UBS
$124B
$318K 0.01%
9,405
-2,135
CPNG icon
429
Coupang
CPNG
$52.7B
$310K 0.01%
10,357
-2,914
IBN icon
430
ICICI Bank
IBN
$109B
$309K 0.01%
9,176
-2,102
IGE icon
431
iShares North American Natural Resources ETF
IGE
$626M
$308K 0.01%
6,971
-80
IXG icon
432
iShares Global Financials ETF
IXG
$596M
$308K 0.01%
2,775
STNC icon
433
Hennessy Sustainable ETF
STNC
$96.2M
$307K 0.01%
9,959
+1,704
TPL icon
434
Texas Pacific Land
TPL
$23.1B
$307K 0.01%
291
A icon
435
Agilent Technologies
A
$43B
$306K 0.01%
2,590
-2,384
SLB icon
436
SLB Ltd
SLB
$53.9B
$302K 0.01%
8,941
+1,135
RCL icon
437
Royal Caribbean
RCL
$71.8B
$301K 0.01%
+961
F icon
438
Ford
F
$53.6B
$298K 0.01%
27,450
-1,683
RYAN icon
439
Ryan Specialty Holdings
RYAN
$7.37B
$295K 0.01%
+4,346
FNWD icon
440
Finward Bancorp
FNWD
$151M
$295K 0.01%
10,667
PCAR icon
441
PACCAR
PCAR
$51.7B
$290K 0.01%
3,053
+303
CBRE icon
442
CBRE Group
CBRE
$46.2B
$289K 0.01%
2,066
-103
DELL icon
443
Dell
DELL
$94.3B
$288K 0.01%
2,353
-253
IDXX icon
444
Idexx Laboratories
IDXX
$57B
$287K 0.01%
+535
KMB icon
445
Kimberly-Clark
KMB
$34.6B
$284K 0.01%
2,201
+78
O icon
446
Realty Income
O
$52.4B
$284K 0.01%
4,923
+850
WPM icon
447
Wheaton Precious Metals
WPM
$48.9B
$283K 0.01%
+3,147
ITA icon
448
iShares US Aerospace & Defense ETF
ITA
$11.5B
$281K 0.01%
1,490
MTUM icon
449
iShares MSCI USA Momentum Factor ETF
MTUM
$19.1B
$280K 0.01%
+1,163
IXC icon
450
iShares Global Energy ETF
IXC
$1.93B
$279K 0.01%
7,112
+135
16 17
18
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