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MFIM

Mesirow Financial Investment Management Portfolio holdings

AUM $6.37B
1-Year Est. Return 23.22%
This Fund
S&P 500
This Quarter Est. Return
+8.65%
1 Year Est. Return
+23.22%
3 Year Est. Return
+69.99%
5 Year Est. Return
+94.22%
10 Year Est. Return
–
AUM
$5.59B
AUM Growth
+$461M
Cap. Flow
+$59.9M
Cap. Flow %
1.07%
Top 10 Hldgs %
36.32%
Holding
565
New
29
Increased
265
Reduced
188
Closed
11

Top Buys

Rank Stock Value
1
V icon
Visa
V
+$17.1M
2
TCAF icon
T. Rowe Price Capital Appreciation Equity ETF
TCAF
+$10.9M
3
FEGE
First Eagle Global Equity ETF
FEGE
+$10.8M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$8.26M
5
MGC icon
Vanguard Morningstar Mega Cap ETF
MGC
+$5.25M

Top Sells

Rank Stock Value
1
PEP icon
PepsiCo
PEP
+$16.5M
2
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$4.02M
3
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$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

Rank Sector Weight
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
$17.9B
$344K 0.01%
1,158
– –
IDXX icon
427
Idexx Laboratories
IDXX
$45B
$344K 0.01%
538
+3
+0.6% +$1.82K
FNWD icon
428
Finward Bancorp
FNWD
$195M
$342K 0.01%
10,667
– –
IGE icon
429
iShares North American Natural Resources ETF
IGE
$786M
$341K 0.01%
6,951
-20
-0.3% -$929
IBN icon
430
ICICI Bank
IBN
$107B
$340K 0.01%
11,246
+2,070
+23% +$67.6K
SLF icon
431
Sun Life Financial
SLF
$44.4B
$338K 0.01%
5,632
+2,222
+65% +$134K
IYH icon
432
iShares US Healthcare ETF
IYH
$3.78B
$337K 0.01%
5,743
+8
+0.1% +$456
DFLV icon
433
Dimensional US Large Cap Value ETF
DFLV
$6.99B
$337K 0.01%
+10,234
New +$327K
A icon
434
Agilent Technologies
A
$41.9B
$337K 0.01%
2,622
+32
+1% +$3.87K
OKLO
435
Oklo
OKLO
$8.39B
$336K 0.01%
+3,010
New +$236K
SPG icon
436
Simon Property Group
SPG
$71.4B
$335K 0.01%
1,782
+78
+5% +$13.5K
BSX icon
437
Boston Scientific
BSX
$74.5B
$334K 0.01%
3,420
+178
+5% +$18.4K
DELL icon
438
Dell
DELL
$313B
$334K 0.01%
2,353
– –
SPYG icon
439
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$55.1B
$332K 0.01%
+3,181
New +$317K
ITA icon
440
iShares US Aerospace & Defense ETF
ITA
$15B
$328K 0.01%
1,565
+75
+5% +$14.8K
F icon
441
Ford
F
$55.1B
$327K 0.01%
27,307
-143
-0.5% -$1.65K
STNC icon
442
Hennessy Sustainable ETF
STNC
$93.9M
$325K 0.01%
9,959
– –
IXG icon
443
iShares Global Financials ETF
IXG
$698M
$324K 0.01%
2,775
– –
WHR icon
444
Whirlpool
WHR
$2.79B
$324K 0.01%
4,119
– –
CHRW icon
445
C.H. Robinson
CHRW
$17.1B
$323K 0.01%
2,437
-64
-3% -$7.51K
ACGL icon
446
Arch Capital
ACGL
$33.2B
$319K 0.01%
3,517
+689
+24% +$61.8K
NU icon
447
Nu Holdings
NU
$65.5B
$317K 0.01%
19,816
+4,014
+25% +$56K
RSG icon
448
Republic Services
RSG
$65.6B
$315K 0.01%
1,372
+6
+0.4% +$1.41K
PCAR icon
449
PACCAR
PCAR
$69B
$314K 0.01%
3,198
+145
+5% +$14.3K
SLB icon
450
SLB Ltd
SLB
$78.1B
$310K 0.01%
9,029
+88
+1% +$3.06K
16 17
18
19 20

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BFS
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TCM
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LBA
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Mesirow Financial Investment Management's Q3 2025 Portfolio in Review

As of Q3 2025, Mesirow Financial Investment Management held 565 positions worth $5.59B, up 9% from $5.13B the previous quarter. Its ten largest holdings account for 36% of the portfolio.

Mesirow Financial Investment Management's Q3 2025 filing shows 29 new, 265 increased, 188 reduced and 11 closed positions. Its largest new stake was Shopify: 4,287 shares worth $637K. The largest sale was PepsiCo, an estimated $16.5M.

By sector, the portfolio is most concentrated in Financials at 16% of assets, down from 16% a quarter earlier, followed by Technology and Communication Services.

  • Mesirow Financial Investment Management's largest Q3 2025 buy was Shopify: 4,287 shares worth $637K.
  • Mesirow Financial Investment Management added most to Visa in Q3 2025, an estimated $17.1M increase.
  • Mesirow Financial Investment Management's biggest Q3 2025 reduction was PepsiCo, cutting an estimated $16.5M.
  • Mesirow Financial Investment Management fully exited WisdomTree Floating Rate Treasury Fund in Q3 2025, selling an estimated $570K.
  • Mesirow Financial Investment Management's ten largest holdings make up 36% of its $5.59B portfolio in Q3 2025.
  • Mesirow Financial Investment Management opened 29 new positions and closed 11 in Q3 2025.
  • Mesirow Financial Investment Management's portfolio value rose 9% quarter-over-quarter to $5.59B.

Based on Mesirow Financial Investment Management's 13F filing for Q3 2025, filed 12 Nov 2025.