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
$5.59B
AUM Growth
+$461M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
565
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$11.4M
3
+$11.3M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$8.27M
5
MGC icon
Vanguard Mega Cap 300 Index ETF
MGC
+$5.48M

Top Sells

1
+$16.3M
2
+$4.09M
3
+$3.05M
4
AAPL icon
Apple
AAPL
+$2.79M
5
AVGO icon
Broadcom
AVGO
+$2.69M

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
CAT icon
26
Caterpillar
CAT
$274B
$44.6M 0.8%
93,423
-1,513
TMO icon
27
Thermo Fisher Scientific
TMO
$220B
$43.4M 0.78%
89,411
+982
IWD icon
28
iShares Russell 1000 Value ETF
IWD
$68B
$42.6M 0.76%
209,354
+3,610
VIG icon
29
Vanguard Dividend Appreciation ETF
VIG
$101B
$42.5M 0.76%
197,010
+3,194
BAC icon
30
Bank of America
BAC
$393B
$42.4M 0.76%
821,293
-1,610
COST icon
31
Costco
COST
$407B
$41.7M 0.75%
45,016
-409
LOW icon
32
Lowe's Companies
LOW
$139B
$41.4M 0.74%
164,562
+1,661
VEA icon
33
Vanguard FTSE Developed Markets ETF
VEA
$186B
$39.5M 0.71%
659,897
+3,146
VTV icon
34
Vanguard Value ETF
VTV
$153B
$39M 0.7%
208,940
+1,680
ABBV icon
35
AbbVie
ABBV
$405B
$37.6M 0.67%
162,499
+3,722
AOR icon
36
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.02B
$36.9M 0.66%
573,177
-21,064
ORCL icon
37
Oracle
ORCL
$584B
$33.5M 0.6%
119,159
-1,219
TEL icon
38
TE Connectivity
TEL
$67.5B
$33.3M 0.6%
151,677
-774
EFA icon
39
iShares MSCI EAFE ETF
EFA
$68.8B
$32.7M 0.59%
350,287
-1,697
IEFA icon
40
iShares Core MSCI EAFE ETF
IEFA
$160B
$32.6M 0.58%
373,911
+15,718
CVX icon
41
Chevron
CVX
$305B
$32.4M 0.58%
208,902
+1,613
BRK.A icon
42
Berkshire Hathaway Class A
BRK.A
$1.09T
$31.7M 0.57%
42
+1
MGC icon
43
Vanguard Mega Cap 300 Index ETF
MGC
$9.07B
$31.6M 0.56%
129,288
+22,445
FDX icon
44
FedEx
FDX
$63.9B
$30.8M 0.55%
130,542
-888
MA icon
45
Mastercard
MA
$496B
$30.3M 0.54%
53,207
-598
UNP icon
46
Union Pacific
UNP
$139B
$30.1M 0.54%
127,255
+1,408
VCSH icon
47
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.9B
$29.4M 0.53%
367,435
+18,552
LIN icon
48
Linde
LIN
$190B
$29.1M 0.52%
61,295
-56
V icon
49
Visa
V
$639B
$28.3M 0.51%
82,919
+49,290
VT icon
50
Vanguard Total World Stock ETF
VT
$57.3B
$27.4M 0.49%
198,849
+3,408
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