MFIM

Mesirow Financial Investment Management Portfolio holdings

AUM $4.87B
1-Year Est. Return 20.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.14%
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
+$17.1M
2
+$10.9M
3
+$10.8M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$8.26M
5
MGC icon
Vanguard Mega Cap 300 Index ETF
MGC
+$5.25M

Top Sells

1
+$16.5M
2
+$4.02M
3
+$2.97M
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$2.56M
5
AVGO icon
Broadcom
AVGO
+$2.5M

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
$64.6B
$271K ﹤0.01%
992
+276
ZBH icon
477
Zimmer Biomet
ZBH
$17.1B
$268K ﹤0.01%
2,723
+151
VRTX icon
478
Vertex Pharmaceuticals
VRTX
$116B
$266K ﹤0.01%
679
+55
XLP icon
479
State Street Consumer Staples Select Sector SPDR ETF
XLP
$15.8B
$263K ﹤0.01%
3,359
+3
BIV icon
480
Vanguard Intermediate-Term Bond ETF
BIV
$28.2B
$263K ﹤0.01%
3,367
NTR icon
481
Nutrien
NTR
$36.9B
$261K ﹤0.01%
4,453
+96
WCN icon
482
Waste Connections
WCN
$40.1B
$261K ﹤0.01%
1,485
+271
HAL icon
483
Halliburton
HAL
$32.4B
$259K ﹤0.01%
10,544
+4
LFUS icon
484
Littelfuse
LFUS
$8.86B
$259K ﹤0.01%
1,000
MET icon
485
MetLife
MET
$45.9B
$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
$167B
$253K ﹤0.01%
565
-48
GPC icon
488
Genuine Parts
GPC
$14.6B
$252K ﹤0.01%
1,817
-67
AGI icon
489
Alamos Gold
AGI
$17.6B
$246K ﹤0.01%
+7,045
RYAN icon
490
Ryan Specialty Holdings
RYAN
$4.31B
$245K ﹤0.01%
4,346
GMED icon
491
Globus Medical
GMED
$11.8B
$243K ﹤0.01%
4,241
-1,384
ANET icon
492
Arista Networks
ANET
$170B
$240K ﹤0.01%
+1,644
HLN icon
493
Haleon
HLN
$43.5B
$239K ﹤0.01%
26,676
+2,379
CRWD icon
494
CrowdStrike
CRWD
$97.9B
$238K ﹤0.01%
486
-12
SHYD icon
495
VanEck Short High Yield Muni ETF
SHYD
$412M
$238K ﹤0.01%
10,400
RKLB icon
496
Rocket Lab Corp
RKLB
$41.5B
$238K ﹤0.01%
+4,965
VHT icon
497
Vanguard Health Care ETF
VHT
$16.2B
$237K ﹤0.01%
913
+1
AVDV icon
498
Avantis International Small Cap Value ETF
AVDV
$17.1B
$237K ﹤0.01%
2,662
GNR icon
499
State Street SPDR S&P Global Natural Resources ETF
GNR
$4.89B
$236K ﹤0.01%
3,988
IYW icon
500
iShares US Technology ETF
IYW
$18.4B
$235K ﹤0.01%
1,200
-146
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20
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