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
GGN
501
GAMCO Global Gold, Natural Resources & Income Trust
GGN
$788M
$240K ﹤0.01%
+55,013
OSBC icon
502
Old Second Bancorp
OSBC
$935M
$239K ﹤0.01%
16,412
UMH
503
UMH Properties
UMH
$1.23B
$238K ﹤0.01%
12,743
+151
DELL icon
504
Dell
DELL
$99.1B
$238K ﹤0.01%
2,606
+247
O icon
505
Realty Income
O
$55.4B
$236K ﹤0.01%
4,073
-289
EXPD icon
506
Expeditors International
EXPD
$16.3B
$235K ﹤0.01%
+1,952
SHYD icon
507
VanEck Short High Yield Muni ETF
SHYD
$356M
$234K ﹤0.01%
10,400
MMC icon
508
Marsh & McLennan
MMC
$93B
$233K ﹤0.01%
955
-95
MNDY icon
509
monday.com
MNDY
$9.59B
$231K ﹤0.01%
950
+55
TEAM icon
510
Atlassian
TEAM
$41.8B
$230K ﹤0.01%
1,086
+144
CECO icon
511
Ceco Environmental
CECO
$1.77B
$229K ﹤0.01%
11,141
CMG icon
512
Chipotle Mexican Grill
CMG
$55.8B
$229K ﹤0.01%
4,552
-169
BABA icon
513
Alibaba
BABA
$402B
$228K ﹤0.01%
+1,728
ITA icon
514
iShares US Aerospace & Defense ETF
ITA
$11.5B
$228K ﹤0.01%
1,490
FANG icon
515
Diamondback Energy
FANG
$40.9B
$226K ﹤0.01%
1,414
+75
AVEM icon
516
Avantis Emerging Markets Equity ETF
AVEM
$13.7B
$225K ﹤0.01%
3,738
-2,281
BSCQ icon
517
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$4.23B
$223K ﹤0.01%
11,447
NWL icon
518
Newell Brands
NWL
$2.03B
$222K ﹤0.01%
35,800
VLTO icon
519
Veralto
VLTO
$25.8B
$221K ﹤0.01%
2,268
-716
FNGA
520
DELISTED
MicroSectors FANG+ Index 3X Leveraged ETNs due January 8, 2038
FNGA
$220K ﹤0.01%
612
VRDN icon
521
Viridian Therapeutics
VRDN
$1.97B
$220K ﹤0.01%
16,534
GLPI icon
522
Gaming and Leisure Properties
GLPI
$12.8B
$218K ﹤0.01%
4,283
+48
CMI icon
523
Cummins
CMI
$57B
$217K ﹤0.01%
691
+112
HLN icon
524
Haleon
HLN
$41.9B
$216K ﹤0.01%
21,015
-7,097
GPC icon
525
Genuine Parts
GPC
$18.3B
$216K ﹤0.01%
1,809
-22