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
+$17.1M
2
+$10.9M
3
+$10.8M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$8.26M
5
MGC icon
Vanguard Mega Cap 300 Index ETF
MGC
+$5.25M

Top Sells

1
+$16.5M
2
+$4.02M
3
+$2.97M
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$2.56M
5
AVGO icon
Broadcom
AVGO
+$2.5M

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
$10.3B
$344K 0.01%
1,158
IDXX icon
427
Idexx Laboratories
IDXX
$45.8B
$344K 0.01%
538
+3
FNWD icon
428
Finward Bancorp
FNWD
$159M
$342K 0.01%
10,667
IGE icon
429
iShares North American Natural Resources ETF
IGE
$947M
$341K 0.01%
6,951
-20
IBN icon
430
ICICI Bank
IBN
$94.1B
$340K 0.01%
11,246
+2,070
SLF icon
431
Sun Life Financial
SLF
$34.8B
$338K 0.01%
5,632
+2,222
IYH icon
432
iShares US Healthcare ETF
IYH
$2.9B
$337K 0.01%
5,743
+8
DFLV icon
433
Dimensional US Large Cap Value ETF
DFLV
$5.34B
$337K 0.01%
+10,234
A icon
434
Agilent Technologies
A
$31.9B
$337K 0.01%
2,622
+32
OKLO
435
Oklo
OKLO
$9.59B
$336K 0.01%
+3,010
SPG icon
436
Simon Property Group
SPG
$59B
$335K 0.01%
1,782
+78
BSX icon
437
Boston Scientific
BSX
$104B
$334K 0.01%
3,420
+178
DELL icon
438
Dell
DELL
$119B
$334K 0.01%
2,353
SPYG icon
439
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$42.2B
$332K 0.01%
+3,181
ITA icon
440
iShares US Aerospace & Defense ETF
ITA
$13.6B
$328K 0.01%
1,565
+75
F icon
441
Ford
F
$46.6B
$327K 0.01%
27,307
-143
STNC icon
442
Hennessy Sustainable ETF
STNC
$90.2M
$325K 0.01%
9,959
IXG icon
443
iShares Global Financials ETF
IXG
$540M
$324K 0.01%
2,775
WHR icon
444
Whirlpool
WHR
$3.56B
$324K 0.01%
4,119
CHRW icon
445
C.H. Robinson
CHRW
$20.1B
$323K 0.01%
2,437
-64
ACGL icon
446
Arch Capital
ACGL
$33.2B
$319K 0.01%
3,517
+689
NU icon
447
Nu Holdings
NU
$69.5B
$317K 0.01%
19,816
+4,014
RSG icon
448
Republic Services
RSG
$66.6B
$315K 0.01%
1,372
+6
PCAR icon
449
PACCAR
PCAR
$61.2B
$314K 0.01%
3,198
+145
SLB icon
450
SLB Ltd
SLB
$77.9B
$310K 0.01%
9,029
+88
16 17
18
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