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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
+3.81%
1 Year Est. Return
+23.22%
3 Year Est. Return
+69.99%
5 Year Est. Return
+94.22%
10 Year Est. Return
–
AUM
$4.87B
AUM Growth
-$720M
Cap. Flow
-$884M
Cap. Flow %
-18.15%
Top 10 Hldgs %
36.65%
Holding
572
New
18
Increased
59
Reduced
384
Closed
87

Top Buys

Rank Stock Value
1
AKRE
Akre Focus ETF
AKRE
+$130M
2
NKE icon
Nike
NKE
+$5.17M
3
IBDU icon
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
+$3.98M
4
CRCL
Circle Internet Group
CRCL
+$1.13M
5
GPZ
VanEck Alternative Asset Manager ETF
GPZ
+$801K

Top Sells

Rank Stock Value
1
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$75.4M
2
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$65.6M
3
IVV icon
iShares Core S&P 500 ETF
IVV
+$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

Rank Sector Weight
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
$51.1B
$260K 0.01%
4,452
-8,558
-66% -$556K
ACI icon
427
Albertsons Companies
ACI
$5.96B
$258K 0.01%
15,000
-500
-3% -$8.92K
LFUS icon
428
Littelfuse
LFUS
$11.6B
$253K 0.01%
1,000
– –
KEYS icon
429
Keysight
KEYS
$60.8B
$252K 0.01%
+1,239
New +$230K
GNR icon
430
State Street SPDR S&P Global Natural Resources ETF
GNR
$4.9B
$250K 0.01%
4,030
+42
+1% +$2.52K
TPL icon
431
Texas Pacific Land
TPL
$23.6B
$250K 0.01%
872
-1
-0.1% -$305
AVDV icon
432
Avantis International Small Cap Value ETF
AVDV
$19.9B
$250K 0.01%
2,662
– –
IBIT icon
433
iShares Bitcoin Trust
IBIT
$47.5B
$249K 0.01%
5,014
-3,896
-44% -$221K
FHLC icon
434
Fidelity MSCI Health Care Index ETF
FHLC
$3.43B
$248K 0.01%
3,333
-786
-19% -$56.6K
NEPH icon
435
Nephros
NEPH
$50.1M
$244K 0.01%
50,000
+36,200
+262% +$185K
KMB icon
436
Kimberly-Clark
KMB
$36.6B
$244K 0.01%
2,417
+229
+10% +$25K
IYW icon
437
iShares US Technology ETF
IYW
$25.8B
$240K ﹤0.01%
1,200
– –
SKE
438
Skeena Resources
SKE
$4.09B
$237K ﹤0.01%
+10,000
New +$197K
IWN icon
439
iShares Russell 2000 Value ETF
IWN
$14.7B
$234K ﹤0.01%
1,289
-1,466
-53% -$263K
ZBH icon
440
Zimmer Biomet
ZBH
$18.8B
$232K ﹤0.01%
2,585
-138
-5% -$13.1K
ISRG icon
441
Intuitive Surgical
ISRG
$141B
$232K ﹤0.01%
410
-155
-27% -$82.5K
NRGV icon
442
Energy Vault
NRGV
$703M
$231K ﹤0.01%
50,000
-50,000
-50% -$191K
SCHV
443
Schwab US Large-Cap Value ETF
SCHV
$16.3B
$230K ﹤0.01%
7,758
– –
APD icon
444
Air Products & Chemicals
APD
$67.8B
$229K ﹤0.01%
927
-65
-7% -$16.5K
SAP icon
445
SAP
SAP
$236B
$227K ﹤0.01%
935
-2,168
-70% -$552K
HCA icon
446
HCA Healthcare
HCA
$88.1B
$227K ﹤0.01%
485
-854
-64% -$396K
ICCC icon
447
ImmuCell
ICCC
$100M
$224K ﹤0.01%
36,481
+24,303
+200% +$143K
AVUS icon
448
Avantis US Equity ETF
AVUS
$14.4B
$224K ﹤0.01%
2,007
– –
VRTX icon
449
Vertex Pharmaceuticals
VRTX
$133B
$224K ﹤0.01%
493
-186
-27% -$80.2K
RYAN icon
450
Ryan Specialty Holdings
RYAN
$10.9B
$222K ﹤0.01%
4,300
-46
-1% -$2.52K
16 17
18
19 20

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PCH
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OMC
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BFS
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CA
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TCM
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LBA
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Mesirow Financial Investment Management's Q4 2025 Portfolio in Review

As of Q4 2025, Mesirow Financial Investment Management held 572 positions worth $4.87B, down 13% from $5.59B the previous quarter. Its ten largest holdings account for 37% of the portfolio.

Mesirow Financial Investment Management withdrew a net $884M in Q4 2025, closing 87 positions and reducing 384 holdings. Its most notable exit was iShares iBonds Dec 2025 Term Corporate ETF, an estimated $15.2M position sold in full.

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

Against the trend, Mesirow Financial Investment Management opened a new position in Akre Focus ETF worth $132M.

  • Mesirow Financial Investment Management's largest Q4 2025 buy was Akre Focus ETF: 2,012,662 shares worth $132M.
  • Mesirow Financial Investment Management added most to Nike in Q4 2025, an estimated $5.17M increase.
  • Mesirow Financial Investment Management's biggest Q4 2025 reduction was Berkshire Hathaway Class B, cutting an estimated $75.4M.
  • Mesirow Financial Investment Management fully exited iShares iBonds Dec 2025 Term Corporate ETF in Q4 2025, selling an estimated $15.2M.
  • Mesirow Financial Investment Management's ten largest holdings make up 37% of its $4.87B portfolio in Q4 2025.
  • Mesirow Financial Investment Management opened 18 new positions and closed 87 in Q4 2025.
  • Mesirow Financial Investment Management's portfolio value fell 13% quarter-over-quarter to $4.87B.

Based on Mesirow Financial Investment Management's 13F filing for Q4 2025, filed 5 Feb 2026.