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
APD icon
476
Air Products & Chemicals
APD
$57.2B
$271K ﹤0.01%
992
+276
ZBH icon
477
Zimmer Biomet
ZBH
$18.7B
$268K ﹤0.01%
2,723
+151
VRTX icon
478
Vertex Pharmaceuticals
VRTX
$110B
$266K ﹤0.01%
679
+55
XLP icon
479
State Street Consumer Staples Select Sector SPDR ETF
XLP
$15.2B
$263K ﹤0.01%
3,359
+3
BIV icon
480
Vanguard Intermediate-Term Bond ETF
BIV
$26.3B
$263K ﹤0.01%
3,367
NTR icon
481
Nutrien
NTR
$28.7B
$261K ﹤0.01%
4,453
+96
WCN icon
482
Waste Connections
WCN
$44.4B
$261K ﹤0.01%
1,485
+271
HAL icon
483
Halliburton
HAL
$22.6B
$259K ﹤0.01%
10,544
+4
LFUS icon
484
Littelfuse
LFUS
$6.31B
$259K ﹤0.01%
1,000
MET icon
485
MetLife
MET
$50.3B
$258K ﹤0.01%
3,135
-1,215
VBK icon
486
Vanguard Small-Cap Growth ETF
VBK
$20.6B
$253K ﹤0.01%
849
-118
ISRG icon
487
Intuitive Surgical
ISRG
$201B
$253K ﹤0.01%
565
-48
GPC icon
488
Genuine Parts
GPC
$17.9B
$252K ﹤0.01%
1,817
-67
AGI icon
489
Alamos Gold
AGI
$15.2B
$246K ﹤0.01%
+7,045
RYAN icon
490
Ryan Specialty Holdings
RYAN
$7.27B
$245K ﹤0.01%
4,346
GMED icon
491
Globus Medical
GMED
$11.9B
$243K ﹤0.01%
4,241
-1,384
ANET icon
492
Arista Networks
ANET
$160B
$240K ﹤0.01%
+1,644
HLN icon
493
Haleon
HLN
$43.1B
$239K ﹤0.01%
26,676
+2,379
CRWD icon
494
CrowdStrike
CRWD
$130B
$238K ﹤0.01%
486
-12
SHYD icon
495
VanEck Short High Yield Muni ETF
SHYD
$376M
$238K ﹤0.01%
10,400
RKLB icon
496
Rocket Lab Corp
RKLB
$22.4B
$238K ﹤0.01%
+4,965
VHT icon
497
Vanguard Health Care ETF
VHT
$17.3B
$237K ﹤0.01%
913
+1
AVDV icon
498
Avantis International Small Cap Value ETF
AVDV
$14.5B
$237K ﹤0.01%
2,662
GNR icon
499
SPDR S&P Global Natural Resources ETF
GNR
$3.65B
$236K ﹤0.01%
3,988
IYW icon
500
iShares US Technology ETF
IYW
$21.1B
$235K ﹤0.01%
1,200
-146
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