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
KHC icon
501
Kraft Heinz
KHC
$25.5B
$235K ﹤0.01%
+9,016
NAMS icon
502
NewAmsterdam Pharma
NAMS
$3.57B
$234K ﹤0.01%
+8,215
ESPO icon
503
VanEck Video Gaming and eSports ETF
ESPO
$258M
$234K ﹤0.01%
+1,927
GNRC icon
504
Generac Holdings
GNRC
$12B
$231K ﹤0.01%
+1,378
SCHV icon
505
Schwab US Large-Cap Value ETF
SCHV
$14.9B
$226K ﹤0.01%
+7,758
VLTO icon
506
Veralto
VLTO
$21.6B
$225K ﹤0.01%
2,109
-182
AOS icon
507
A.O. Smith
AOS
$9.25B
$224K ﹤0.01%
+3,055
COIN icon
508
Coinbase
COIN
$47.8B
$224K ﹤0.01%
664
-12
BSCQ icon
509
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$4.02B
$224K ﹤0.01%
11,447
RSI icon
510
Rush Street Interactive
RSI
$2.26B
$224K ﹤0.01%
10,923
-6,000
AVDE icon
511
Avantis International Equity ETF
AVDE
$14.1B
$223K ﹤0.01%
2,822
-1,859
IDCC icon
512
InterDigital
IDCC
$7.99B
$219K ﹤0.01%
+635
AVUS icon
513
Avantis US Equity ETF
AVUS
$10.9B
$218K ﹤0.01%
2,007
EA icon
514
Electronic Arts
EA
$50.6B
$218K ﹤0.01%
+1,081
ESGU icon
515
iShares ESG Aware MSCI USA ETF
ESGU
$15B
$212K ﹤0.01%
+1,458
MP icon
516
MP Materials
MP
$9.55B
$212K ﹤0.01%
+3,154
FNDX icon
517
Schwab Fundamental US Large Company Index ETF
FNDX
$24B
$210K ﹤0.01%
+7,969
AUR icon
518
Aurora
AUR
$8.42B
$207K ﹤0.01%
38,406
+6,945
EQIX icon
519
Equinix
EQIX
$94.9B
$206K ﹤0.01%
262
-3
MNDY icon
520
monday.com
MNDY
$3.54B
$202K ﹤0.01%
1,041
+179
ARKW icon
521
ARK Web x.0 ETF
ARKW
$1.57B
$201K ﹤0.01%
+1,150
U icon
522
Unity
U
$7.71B
$201K ﹤0.01%
+5,014
UHS icon
523
Universal Health Services
UHS
$11.4B
$201K ﹤0.01%
+980
MAS icon
524
Masco
MAS
$12.5B
$201K ﹤0.01%
+2,850
UMH
525
UMH Properties
UMH
$1.22B
$195K ﹤0.01%
13,105
+192
19 20
21
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