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
$6.18B
AUM Growth
+$1.31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
537
New
Increased
Reduced
Closed

Top Sells

1 +$70.6M
2 +$6.46M
3 +$2.63M
4
ISSC icon
Innovative Solutions & Support
ISSC
+$1.46M
5
ARCC icon
Ares Capital
ARCC
+$1.19M

Sector Composition

1 Financials 13.45%
2 Technology 11.25%
3 Communication Services 5.32%
4 Industrials 4.67%
5 Healthcare 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CMI icon
476
Cummins
CMI
$88.3B
$227K ﹤0.01%
422
-10
AVUS icon
477
Avantis US Equity ETF
AVUS
$12B
$223K ﹤0.01%
2,007
WHR icon
478
Whirlpool
WHR
$3.67B
$222K ﹤0.01%
4,119
FNDX icon
479
Schwab Fundamental US Large Company Index ETF
FNDX
$25.3B
$222K ﹤0.01%
7,969
IXN icon
480
iShares Global Tech ETF
IXN
$7.66B
$220K ﹤0.01%
+2,203
U icon
481
Unity
U
$11.3B
$220K ﹤0.01%
10,014
+5,014
CGW icon
482
Invesco S&P Global Water Index ETF
CGW
$1.04B
$218K ﹤0.01%
+3,408
EIS icon
483
iShares MSCI Israel ETF
EIS
$955M
$218K ﹤0.01%
+1,877
IYW icon
484
iShares US Technology ETF
IYW
$20.9B
$218K ﹤0.01%
1,200
VRT icon
485
Vertiv
VRT
$117B
$214K ﹤0.01%
+855
MET icon
486
MetLife
MET
$50.5B
$214K ﹤0.01%
+3,028
SPSM icon
487
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$15.1B
$210K ﹤0.01%
+4,346
ESGU icon
488
iShares ESG Aware MSCI USA ETF
ESGU
$16.3B
$206K ﹤0.01%
+1,458
POCI icon
489
Precision Optics
POCI
$47.3M
$205K ﹤0.01%
+46,728
CRWD icon
490
CrowdStrike
CRWD
$118B
$204K ﹤0.01%
+522
PARR icon
491
Par Pacific Holdings
PARR
$3.22B
$204K ﹤0.01%
+3,250
RDIV icon
492
Invesco S&P Ultra Dividend Revenue ETF
RDIV
$959M
$203K ﹤0.01%
+3,648
CMC icon
493
Commercial Metals
CMC
$7.71B
$202K ﹤0.01%
+3,289
CAH icon
494
Cardinal Health
CAH
$48.2B
$200K ﹤0.01%
+947
PTLO icon
495
Portillo's
PTLO
$450M
$196K ﹤0.01%
37,070
+16,130
NAC icon
496
Nuveen California Quality Municipal Income Fund
NAC
$1.83B
$192K ﹤0.01%
16,440
+200
BCAL icon
497
Southern California Bancorp
BCAL
$590M
$190K ﹤0.01%
+10,726
FOLD icon
498
Amicus Therapeutics
FOLD
$4.54B
$188K ﹤0.01%
13,000
BAX icon
499
Baxter International
BAX
$9.55B
$182K ﹤0.01%
10,855
+455
DUOT icon
500
Duos Technologies
DUOT
$252M
$176K ﹤0.01%
25,610
+12,036