MFIM

Mesirow Financial Investment Management Portfolio holdings

AUM $5.13B
1-Year Est. Return 15.81%
This Quarter Est. Return
1 Year Est. Return
+15.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.16B
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
631
New
Increased
Reduced
Closed

Top Buys

1
+$109M
2
+$48.5M
3
+$38.5M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$29M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$21.6M

Top Sells

1
+$66.3M
2
+$33.1M
3
+$32.1M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$9.09M
5
IBM icon
IBM
IBM
+$5.75M

Sector Composition

1 Financials 16.27%
2 Technology 11.16%
3 Healthcare 4.6%
4 Industrials 4.44%
5 Communication Services 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AVGO icon
26
Broadcom
AVGO
$1.65T
$38.5M 0.75%
230,159
-8,899
LOW icon
27
Lowe's Companies
LOW
$137B
$38.1M 0.74%
163,338
-3,362
VIG icon
28
Vanguard Dividend Appreciation ETF
VIG
$97.9B
$36.5M 0.71%
187,952
+12,099
AOR icon
29
iShares Core 60/40 Balanced Allocation ETF
AOR
$2.83B
$34.7M 0.67%
603,069
-8,237
BAC icon
30
Bank of America
BAC
$376B
$34.5M 0.67%
827,408
-9,376
VTV icon
31
Vanguard Value ETF
VTV
$147B
$34.3M 0.66%
198,609
+8,969
CVX icon
32
Chevron
CVX
$308B
$34.2M 0.66%
204,153
-785
ABBV icon
33
AbbVie
ABBV
$406B
$33.6M 0.65%
160,196
-9,276
FDX icon
34
FedEx
FDX
$56.1B
$32.6M 0.63%
133,919
-1,620
IWP icon
35
iShares Russell Mid-Cap Growth ETF
IWP
$20.5B
$32.4M 0.63%
275,786
+144,035
VEA icon
36
Vanguard FTSE Developed Markets ETF
VEA
$178B
$32.3M 0.63%
635,302
-178,764
PEP icon
37
PepsiCo
PEP
$210B
$32.2M 0.62%
214,844
-498
BRK.A icon
38
Berkshire Hathaway Class A
BRK.A
$1.06T
$31.9M 0.62%
40
CAT icon
39
Caterpillar
CAT
$247B
$31.5M 0.61%
95,628
-2,008
MA icon
40
Mastercard
MA
$507B
$31.5M 0.61%
57,478
-704
ACN icon
41
Accenture
ACN
$148B
$31.4M 0.61%
100,750
-1,305
UNP icon
42
Union Pacific
UNP
$134B
$30M 0.58%
126,858
-136,056
LIN icon
43
Linde
LIN
$211B
$29.5M 0.57%
63,369
-1,144
VUG icon
44
Vanguard Growth ETF
VUG
$195B
$28.9M 0.56%
77,853
+2,568
TCAF icon
45
T. Rowe Price Capital Appreciation Equity ETF
TCAF
$5.76B
$28.5M 0.55%
882,550
+140,950
IEMG icon
46
iShares Core MSCI Emerging Markets ETF
IEMG
$112B
$27.2M 0.53%
503,098
+245,850
VCSH icon
47
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.4B
$27.1M 0.53%
343,690
+5,140
IJJ icon
48
iShares S&P Mid-Cap 400 Value ETF
IJJ
$7.9B
$25.8M 0.5%
215,184
-1,843
UNH icon
49
UnitedHealth
UNH
$323B
$25.8M 0.5%
49,180
+19
IEFA icon
50
iShares Core MSCI EAFE ETF
IEFA
$157B
$25.2M 0.49%
332,669
+15,399
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