MFIM

Mesirow Financial Investment Management Portfolio holdings

AUM $4.87B
1-Year Est. Return 20.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.14%
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
ZBRA icon
426
Zebra Technologies
ZBRA
$12.2B
$344K 0.01%
1,158
IDXX icon
427
Idexx Laboratories
IDXX
$51.4B
$344K 0.01%
538
+3
FNWD icon
428
Finward Bancorp
FNWD
$166M
$342K 0.01%
10,667
IGE icon
429
iShares North American Natural Resources ETF
IGE
$828M
$341K 0.01%
6,951
-20
IBN icon
430
ICICI Bank
IBN
$110B
$340K 0.01%
11,246
+2,070
SLF icon
431
Sun Life Financial
SLF
$35.9B
$338K 0.01%
5,632
+2,222
IYH icon
432
iShares US Healthcare ETF
IYH
$3.51B
$337K 0.01%
5,743
+8
DFLV icon
433
Dimensional US Large Cap Value ETF
DFLV
$5.05B
$337K 0.01%
+10,234
A icon
434
Agilent Technologies
A
$36.8B
$337K 0.01%
2,622
+32
OKLO
435
Oklo
OKLO
$9.71B
$336K 0.01%
+3,010
SPG icon
436
Simon Property Group
SPG
$64.2B
$335K 0.01%
1,782
+78
BSX icon
437
Boston Scientific
BSX
$115B
$334K 0.01%
3,420
+178
DELL icon
438
Dell
DELL
$76.5B
$334K 0.01%
2,353
SPYG icon
439
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$43.6B
$332K 0.01%
+3,181
ITA icon
440
iShares US Aerospace & Defense ETF
ITA
$14.4B
$328K 0.01%
1,565
+75
F icon
441
Ford
F
$54.7B
$327K 0.01%
27,307
-143
STNC icon
442
Hennessy Sustainable ETF
STNC
$93.3M
$325K 0.01%
9,959
IXG icon
443
iShares Global Financials ETF
IXG
$654M
$324K 0.01%
2,775
WHR icon
444
Whirlpool
WHR
$4.78B
$324K 0.01%
4,119
CHRW icon
445
C.H. Robinson
CHRW
$23.3B
$323K 0.01%
2,437
-64
ACGL icon
446
Arch Capital
ACGL
$37B
$319K 0.01%
3,517
+689
NU icon
447
Nu Holdings
NU
$81.5B
$317K 0.01%
19,816
+4,014
RSG icon
448
Republic Services
RSG
$67.7B
$315K 0.01%
1,372
+6
PCAR icon
449
PACCAR
PCAR
$66.9B
$314K 0.01%
3,198
+145
SLB icon
450
SLB Ltd
SLB
$74B
$310K 0.01%
9,029
+88
16 17
18
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