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
$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
$468M
$95.1K ﹤0.01%
20,940
-3,900
KRMD icon
477
KORU Medical Systems
KRMD
$186M
$72.4K ﹤0.01%
12,459
+1,500
CSBR icon
478
Champions Oncology
CSBR
$81.2M
$71.2K ﹤0.01%
10,300
-1,700
NEWP
479
New Pacific Metals
NEWP
$1.02B
$70.2K ﹤0.01%
+20,000
TDUP icon
480
ThredUp
TDUP
$562M
$68.3K ﹤0.01%
10,693
PMM
481
Putnam Managed Municipal Income
PMM
$265M
$63.1K ﹤0.01%
+10,069
DOUG icon
482
Douglas Elliman
DOUG
$170M
$43.8K ﹤0.01%
18,500
CMU
483
MFS High Yield Municipal Trust
CMU
$93M
$41K ﹤0.01%
11,673
+164
KLXE icon
484
KLX Energy Services
KLXE
$64.7M
$22.7K ﹤0.01%
12,000
-10,000
LIQT icon
485
LiqTech
LIQT
$21.5M
$20.2K ﹤0.01%
13,832
+78
ABEV icon
486
Ambev
ABEV
$44.9B
– –
-42,719
ACGL icon
487
Arch Capital
ACGL
$34.4B
– –
-3,517
ADPT icon
488
Adaptive Biotechnologies
ADPT
$2.16B
– –
-18,715
AEM icon
489
Agnico Eagle Mines
AEM
$100B
– –
-3,800
AJG icon
490
Arthur J. Gallagher & Co
AJG
$55.3B
– –
-1,624
ANET icon
491
Arista Networks
ANET
$226B
– –
-1,644
AOS icon
492
A.O. Smith
AOS
$8.9B
– –
-3,055
ARKW icon
493
ARK Web x.0 ETF
ARKW
$1.72B
– –
-1,150
AVDE icon
494
Avantis International Equity ETF
AVDE
$15.3B
– –
-2,822
BABA icon
495
Alibaba
BABA
$325B
– –
-1,578
BCAL icon
496
Southern California Bancorp
BCAL
$595M
– –
-10,668
BGS icon
497
B&G Foods
BGS
$433M
– –
-25,367
BSCP
498
DELISTED
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
– –
-19,781
BSCQ icon
499
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$3.95B
– –
-11,447
BSX icon
500
Boston Scientific
BSX
$93.3B
– –
-3,420
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