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
$4.87B
AUM Growth
-$720M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
572
New
Increased
Reduced
Closed

Top Buys

1
+$130M
2
+$5.17M
3
+$3.98M
4
CRCL
Circle Internet Group
CRCL
+$1.13M
5
GPZ
VanEck Alternative Asset Manager ETF
GPZ
+$801K

Top Sells

1
+$75.4M
2
+$65.6M
3
+$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

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
LOW icon
26
Lowe's Companies
LOW
$137B
$39.8M 0.82%
165,081
+519
IJH icon
27
iShares Core S&P Mid-Cap ETF
IJH
$115B
$38.8M 0.8%
587,514
-144,823
COST icon
28
Costco
COST
$448B
$37.3M 0.77%
43,271
-1,745
FDX icon
29
FedEx
FDX
$92.5B
$36.2M 0.74%
125,161
-5,381
IWD icon
30
iShares Russell 1000 Value ETF
IWD
$73.4B
$35.3M 0.72%
167,710
-41,644
TCAF icon
31
T. Rowe Price Capital Appreciation Equity ETF
TCAF
$6.82B
$34.6M 0.71%
905,301
-366,614
ABBV icon
32
AbbVie
ABBV
$353B
$34.4M 0.71%
150,513
-11,986
TEL icon
33
TE Connectivity
TEL
$63.9B
$34.3M 0.7%
150,808
-869
VUG icon
34
Vanguard Growth ETF
VUG
$35B
$33.4M 0.69%
411,186
-148,926
AOR icon
35
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.45B
$31.4M 0.65%
483,350
-89,827
CVX icon
36
Chevron
CVX
$369B
$30.4M 0.62%
199,451
-9,451
BRK.A icon
37
Berkshire Hathaway Class A
BRK.A
$1.01T
$30.2M 0.62%
40
-2
VTV icon
38
Vanguard Value ETF
VTV
$170B
$29.8M 0.61%
156,185
-52,755
UNP icon
39
Union Pacific
UNP
$160B
$29.6M 0.61%
127,779
+524
IWR icon
40
iShares Russell Mid-Cap ETF
IWR
$51.9B
$29.4M 0.6%
305,464
-242,499
EFA icon
41
iShares MSCI EAFE ETF
EFA
$74.8B
$28.2M 0.58%
293,732
-56,555
VEA icon
42
Vanguard FTSE Developed Markets ETF
VEA
$218B
$28.1M 0.58%
449,895
-210,002
VIG icon
43
Vanguard Dividend Appreciation ETF
VIG
$105B
$28.1M 0.58%
127,782
-69,228
ACN icon
44
Accenture
ACN
$108B
$27.6M 0.57%
102,875
+1,907
V icon
45
Visa
V
$592B
$27.5M 0.57%
78,530
-4,389
MGC icon
46
Vanguard Mega Cap 300 Index ETF
MGC
$9.29B
$27.1M 0.56%
107,736
-21,552
VT icon
47
Vanguard Total World Stock ETF
VT
$67.7B
$26.9M 0.55%
191,008
-7,841
IEFA icon
48
iShares Core MSCI EAFE ETF
IEFA
$178B
$26.7M 0.55%
297,970
-75,941
LIN icon
49
Linde
LIN
$234B
$25.4M 0.52%
59,600
-1,695
AXP icon
50
American Express
AXP
$216B
$25.3M 0.52%
68,479
-6,410
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