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
$5.13B
AUM Growth
-$31.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
626
New
Increased
Reduced
Closed

Top Buys

1
+$33.6M
2
+$17.2M
3
+$17.2M
4
MSFT icon
Microsoft
MSFT
+$8.53M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.62M

Top Sells

1
+$120M
2
+$52.6M
3
+$32.5M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$29.1M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$20.2M

Sector Composition

1 Financials 16.09%
2 Technology 12.62%
3 Communication Services 4.86%
4 Industrials 4.43%
5 Healthcare 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CNQ icon
476
Canadian Natural Resources
CNQ
$67.6B
$241K ﹤0.01%
7,660
-1,812
CHRW icon
477
C.H. Robinson
CHRW
$18.1B
$240K ﹤0.01%
+2,501
RACE icon
478
Ferrari
RACE
$74.5B
$239K ﹤0.01%
485
-615
COIN icon
479
Coinbase
COIN
$82B
$237K ﹤0.01%
+676
SHYD icon
480
VanEck Short High Yield Muni ETF
SHYD
$356M
$235K ﹤0.01%
10,400
ZBH icon
481
Zimmer Biomet
ZBH
$17.8B
$235K ﹤0.01%
2,572
-368
LRCX icon
482
Lam Research
LRCX
$203B
$234K ﹤0.01%
+2,406
IYW icon
483
iShares US Technology ETF
IYW
$22.8B
$233K ﹤0.01%
+1,346
VLTO icon
484
Veralto
VLTO
$24.3B
$231K ﹤0.01%
2,291
+23
GPC icon
485
Genuine Parts
GPC
$17.7B
$229K ﹤0.01%
1,884
+75
WCN icon
486
Waste Connections
WCN
$43.2B
$227K ﹤0.01%
1,214
-1,786
LFUS icon
487
Littelfuse
LFUS
$6.13B
$227K ﹤0.01%
+1,000
SLF icon
488
Sun Life Financial
SLF
$33B
$227K ﹤0.01%
+3,410
VHT icon
489
Vanguard Health Care ETF
VHT
$16.9B
$226K ﹤0.01%
+912
BSCQ icon
490
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$4.23B
$223K ﹤0.01%
11,447
MMC icon
491
Marsh & McLennan
MMC
$89.6B
$219K ﹤0.01%
1,002
+47
ADPT icon
492
Adaptive Biotechnologies
ADPT
$2.21B
$218K ﹤0.01%
18,715
UMH
493
UMH Properties
UMH
$1.29B
$217K ﹤0.01%
12,913
+170
NU icon
494
Nu Holdings
NU
$78.2B
$217K ﹤0.01%
15,802
-4,803
GNR icon
495
SPDR S&P Global Natural Resources ETF
GNR
$3.46B
$216K ﹤0.01%
3,988
+38
IMO icon
496
Imperial Oil
IMO
$48.1B
$216K ﹤0.01%
+2,712
HAL icon
497
Halliburton
HAL
$22.7B
$215K ﹤0.01%
10,540
+34
EQIX icon
498
Equinix
EQIX
$79.8B
$212K ﹤0.01%
265
-663
AVDV icon
499
Avantis International Small Cap Value ETF
AVDV
$12.7B
$211K ﹤0.01%
+2,662
PSTG icon
500
Pure Storage
PSTG
$29.1B
$205K ﹤0.01%
+3,555
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