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
XLP icon
476
Consumers Staples Select Sector SPDR Fund
XLP
$15.6B
$273K 0.01%
3,349
-698
VEEV icon
477
Veeva Systems
VEEV
$46.9B
$273K 0.01%
+1,177
VCEL icon
478
Vericel Corp
VCEL
$1.82B
$269K 0.01%
6,533
EXPE icon
479
Expedia Group
EXPE
$27B
$269K 0.01%
+1,598
ESS icon
480
Essex Property Trust
ESS
$16.8B
$269K 0.01%
+876
AGI icon
481
Alamos Gold
AGI
$14.8B
$268K 0.01%
+10,036
PCAR icon
482
PACCAR
PCAR
$51.2B
$268K 0.01%
2,750
+82
NMRK icon
483
Newmark Group
NMRK
$3.28B
$267K 0.01%
24,861
HAL icon
484
Halliburton
HAL
$19.3B
$267K 0.01%
10,506
-10,498
BHK icon
485
BlackRock Core Bond Trust
BHK
$716M
$264K 0.01%
24,355
+11,747
BIV icon
486
Vanguard Intermediate-Term Bond ETF
BIV
$25.3B
$258K 0.01%
3,367
RIO icon
487
Rio Tinto
RIO
$113B
$258K 0.01%
4,286
BTI icon
488
British American Tobacco
BTI
$111B
$256K 0.01%
+6,199
SKY icon
489
Champion Homes
SKY
$4.29B
$253K ﹤0.01%
3,065
EOSE icon
490
Eos Energy Enterprises
EOSE
$4.19B
$250K ﹤0.01%
59,212
GM icon
491
General Motors
GM
$55.2B
$250K ﹤0.01%
5,309
+3
EXTR icon
492
Extreme Networks
EXTR
$2.73B
$248K ﹤0.01%
20,921
RDW icon
493
Redwire
RDW
$1.36B
$247K ﹤0.01%
27,191
PAR icon
494
PAR Technology
PAR
$1.42B
$247K ﹤0.01%
4,460
STNC icon
495
Hennessy Sustainable ETF
STNC
$95.8M
$246K ﹤0.01%
+8,255
COR icon
496
Cencora
COR
$63.5B
$246K ﹤0.01%
+884
APD icon
497
Air Products & Chemicals
APD
$56.6B
$245K ﹤0.01%
832
-126
AORT icon
498
Artivion
AORT
$2.01B
$245K ﹤0.01%
10,609
MOD icon
499
Modine Manufacturing
MOD
$8.28B
$241K ﹤0.01%
3,122
+182
MCB icon
500
Metropolitan Bank Holding Corp
MCB
$788M
$241K ﹤0.01%
4,752