MFIM

Mesirow Financial Investment Management Portfolio holdings

AUM $5.59B
1-Year Est. Return 16.91%
This Quarter Est. Return
1 Year Est. Return
+16.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.13B
AUM Growth
-$31.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
626
New
Increased
Reduced
Closed

Top Buys

1
+$33.6M
2
+$17.2M
3
+$17.2M
4
MSFT icon
Microsoft
MSFT
+$8.53M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.62M

Top Sells

1
+$120M
2
+$52.6M
3
+$32.5M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$29.1M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$20.2M

Sector Composition

1 Financials 16.09%
2 Technology 12.62%
3 Communication Services 4.86%
4 Industrials 4.43%
5 Healthcare 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VNLA icon
451
Janus Henderson Short Duration Income ETF
VNLA
$2.78B
$278K 0.01%
5,652
VRTX icon
452
Vertex Pharmaceuticals
VRTX
$110B
$278K 0.01%
624
-5
SPG icon
453
Simon Property Group
SPG
$60B
$274K 0.01%
1,704
-804
DJP icon
454
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
$635M
$274K 0.01%
8,050
HII icon
455
Huntington Ingalls Industries
HII
$12.5B
$272K 0.01%
+1,127
XLP icon
456
Consumers Staples Select Sector SPDR Fund
XLP
$15.2B
$272K 0.01%
3,356
+7
COR icon
457
Cencora
COR
$70.5B
$271K 0.01%
905
+21
PPG icon
458
PPG Industries
PPG
$21.9B
$271K 0.01%
+2,382
MNDY icon
459
monday.com
MNDY
$8.2B
$271K 0.01%
862
-88
CMI icon
460
Cummins
CMI
$66.2B
$271K 0.01%
826
+135
VBK icon
461
Vanguard Small-Cap Growth ETF
VBK
$20.6B
$268K 0.01%
+967
PTLO icon
462
Portillo's
PTLO
$335M
$266K 0.01%
22,815
-20,917
MRVL icon
463
Marvell Technology
MRVL
$77B
$265K 0.01%
+3,424
DHI icon
464
D.R. Horton
DHI
$43B
$265K 0.01%
2,052
-152
GM icon
465
General Motors
GM
$67B
$262K 0.01%
5,332
+23
BMO icon
466
Bank of Montreal
BMO
$90.4B
$262K 0.01%
2,368
-852
BIV icon
467
Vanguard Intermediate-Term Bond ETF
BIV
$25.2B
$260K 0.01%
3,367
ACGL icon
468
Arch Capital
ACGL
$33.3B
$258K 0.01%
2,828
-889
AVEM icon
469
Avantis Emerging Markets Equity ETF
AVEM
$13.9B
$256K 0.01%
3,738
NTR icon
470
Nutrien
NTR
$29.1B
$254K ﹤0.01%
4,357
-1,175
CRWD icon
471
CrowdStrike
CRWD
$137B
$254K ﹤0.01%
+498
RSI icon
472
Rush Street Interactive
RSI
$1.7B
$252K ﹤0.01%
16,923
-704
HLN icon
473
Haleon
HLN
$44B
$252K ﹤0.01%
24,297
+3,282
RIO icon
474
Rio Tinto
RIO
$116B
$251K ﹤0.01%
4,296
+10
AMTM
475
Amentum Holdings
AMTM
$5.59B
$248K ﹤0.01%
+10,515
17 18
19
20 21