MFIM

Mesirow Financial Investment Management Portfolio holdings

AUM $4.87B
1-Year Est. Return 20.13%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.13%
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
PTLO icon
476
Portillo's
PTLO
$373M
$95.1K ﹤0.01%
20,940
-3,900
KRMD icon
477
KORU Medical Systems
KRMD
$220M
$72.4K ﹤0.01%
12,459
+1,500
CSBR icon
478
Champions Oncology
CSBR
$83.3M
$71.2K ﹤0.01%
10,300
-1,700
NEWP
479
New Pacific Metals
NEWP
$954M
$70.2K ﹤0.01%
+20,000
TDUP icon
480
ThredUp
TDUP
$494M
$68.3K ﹤0.01%
10,693
PMM
481
Putnam Managed Municipal Income
PMM
$276M
$63.1K ﹤0.01%
+10,069
DOUG icon
482
Douglas Elliman
DOUG
$203M
$43.8K ﹤0.01%
18,500
CMU
483
MFS High Yield Municipal Trust
CMU
$92M
$41K ﹤0.01%
11,673
+164
KLXE icon
484
KLX Energy Services
KLXE
$48M
$22.7K ﹤0.01%
12,000
-10,000
LIQT icon
485
LiqTech
LIQT
$15.5M
$20.2K ﹤0.01%
13,832
+78
FISV
486
Fiserv Inc
FISV
$33.8B
– –
-4,597
GNRC icon
487
Generac Holdings
GNRC
$13.1B
– –
-1,378
HUN icon
488
Huntsman Corp
HUN
$2.16B
– –
-11,618
HYT icon
489
BlackRock Corporate High Yield Fund
HYT
$1.43B
– –
-11,600
IBDQ
490
DELISTED
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
– –
-603,301
IBN icon
491
ICICI Bank
IBN
$106B
– –
-11,246
IBTF
492
DELISTED
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
– –
-377,248
IDCC icon
493
InterDigital
IDCC
$9.6B
– –
-635
IEF icon
494
iShares 7-10 Year Treasury Bond ETF
IEF
$48.1B
– –
-3,830
ILPT
495
Industrial Logistics Properties Trust
ILPT
$433M
– –
-13,827
IMO icon
496
Imperial Oil
IMO
$57.4B
– –
-3,040
LYG icon
497
Lloyds Banking Group
LYG
$78.2B
– –
-28,561
WDAY icon
498
Workday
WDAY
$37.5B
– –
-1,937
ABEV icon
499
Ambev
ABEV
$46.1B
– –
-42,719
ACGL icon
500
Arch Capital
ACGL
$36.2B
– –
-3,517
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