MFIM

Mesirow Financial Investment Management Portfolio holdings

AUM $6.18B
1-Year Est. Return 18.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.18B
AUM Growth
+$1.31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
537
New
Increased
Reduced
Closed

Top Buys

1
+$104M
2
+$102M
3
+$82M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$80.6M
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$71.6M

Top Sells

1
+$70.6M
2
+$6.46M
3
+$2.63M
4
ISSC icon
Innovative Solutions & Support
ISSC
+$1.46M
5
ARCC icon
Ares Capital
ARCC
+$1.19M

Sector Composition

1 Financials 13.45%
2 Technology 11.25%
3 Communication Services 5.32%
4 Industrials 4.67%
5 Healthcare 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
APD icon
451
Air Products & Chemicals
APD
$67.3B
$270K ﹤0.01%
931
+4
ICCC icon
452
ImmuCell
ICCC
$70.6M
$269K ﹤0.01%
42,481
+6,000
GEHC icon
453
GE HealthCare
GEHC
$32.1B
$267K ﹤0.01%
3,754
-112
AVDV icon
454
Avantis International Small Cap Value ETF
AVDV
$18.7B
$266K ﹤0.01%
2,662
KMB icon
455
Kimberly-Clark
KMB
$32.4B
$262K ﹤0.01%
2,719
+302
RKLB icon
456
Rocket Lab Corp
RKLB
$49.6B
$257K ﹤0.01%
+4,005
ACI icon
457
Albertsons Companies
ACI
$8.57B
$256K ﹤0.01%
15,000
GNR icon
458
State Street SPDR S&P Global Natural Resources ETF
GNR
$4.86B
$250K ﹤0.01%
3,346
-684
A icon
459
Agilent Technologies
A
$32.3B
$249K ﹤0.01%
2,187
-1,495
BSCQ icon
460
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$3.95B
$243K ﹤0.01%
+12,440
AVDE icon
461
Avantis International Equity ETF
AVDE
$15.3B
$241K ﹤0.01%
+2,843
AIFD
462
TCW Artificial Intelligence ETF
AIFD
$103M
$240K ﹤0.01%
+6,230
ISRG icon
463
Intuitive Surgical
ISRG
$171B
$240K ﹤0.01%
521
+111
XLP icon
464
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.7B
$240K ﹤0.01%
2,922
-665
RSI icon
465
Rush Street Interactive
RSI
$2.43B
$238K ﹤0.01%
+10,923
BSCR icon
466
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.64B
$237K ﹤0.01%
+12,074
SCHV icon
467
Schwab US Large-Cap Value ETF
SCHV
$15.1B
$237K ﹤0.01%
7,758
DASH icon
468
DoorDash
DASH
$77B
$236K ﹤0.01%
1,569
-11
FHLC icon
469
Fidelity MSCI Health Care Index ETF
FHLC
$2.81B
$235K ﹤0.01%
3,333
LNG icon
470
Cheniere Energy
LNG
$54B
$234K ﹤0.01%
+824
APP icon
471
Applovin
APP
$154B
$234K ﹤0.01%
587
IDXX icon
472
Idexx Laboratories
IDXX
$44.8B
$232K ﹤0.01%
413
-29
HCA icon
473
HCA Healthcare
HCA
$107B
$230K ﹤0.01%
485
ZBRA icon
474
Zebra Technologies
ZBRA
$10.8B
$228K ﹤0.01%
+1,092
DTM icon
475
DT Midstream
DTM
$13.6B
$228K ﹤0.01%
1,694
+6
17 18
19
20 21