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MFIM

Mesirow Financial Investment Management Portfolio holdings

AUM $6.37B
1-Year Est. Return 23.22%
This Fund
S&P 500
This Quarter Est. Return
+3.81%
1 Year Est. Return
+23.22%
3 Year Est. Return
+69.99%
5 Year Est. Return
+94.22%
10 Year Est. Return
–
AUM
$4.87B
AUM Growth
-$720M
Cap. Flow
-$884M
Cap. Flow %
-18.15%
Top 10 Hldgs %
36.65%
Holding
572
New
18
Increased
59
Reduced
384
Closed
87

Top Buys

Rank Stock Value
1
AKRE
Akre Focus ETF
AKRE
+$130M
2
NKE icon
Nike
NKE
+$5.17M
3
IBDU icon
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
+$3.98M
4
CRCL
Circle Internet Group
CRCL
+$1.13M
5
GPZ
VanEck Alternative Asset Manager ETF
GPZ
+$801K

Top Sells

Rank Stock Value
1
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$75.4M
2
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$65.6M
3
IVV icon
iShares Core S&P 500 ETF
IVV
+$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

Rank Sector Weight
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
BTI icon
501
British American Tobacco
BTI
$124B
– –
-8,277
Closed -$439K
CHRW icon
502
C.H. Robinson
CHRW
$17.4B
– –
-2,437
Closed -$323K
CNQ icon
503
Canadian Natural Resources
CNQ
$96.9B
– –
-9,223
Closed -$295K
COIN icon
504
Coinbase
COIN
$39.4B
– –
-664
Closed -$224K
CPNG icon
505
Coupang
CPNG
$28.9B
– –
-12,860
Closed -$414K
CRWD icon
506
CrowdStrike
CRWD
$228B
– –
-1,944
Closed -$238K
DG icon
507
Dollar General
DG
$26.7B
– –
-4,390
Closed -$454K
EA
508
DELISTED
Electronic Arts
EA
– –
-1,081
Closed -$218K
ELV icon
509
Elevance Health
ELV
$86.9B
– –
-1,139
Closed -$369K
EQIX icon
510
Equinix
EQIX
$106B
– –
-262
Closed -$206K
EQR icon
511
Equity Residential
EQR
$24.8B
– –
-7,227
Closed -$468K
ESGU icon
512
iShares ESG Aware MSCI USA ETF
ESGU
$18.5B
– –
-1,458
Closed -$212K
ESPR
513
DELISTED
Esperion Therapeutics
ESPR
– –
-20,000
Closed -$53K
FISV
514
Fiserv Inc
FISV
$28.1B
– –
-4,597
Closed -$593K
GNRC icon
515
Generac Holdings
GNRC
$13.2B
– –
-1,378
Closed -$231K
HUN icon
516
Huntsman Corp
HUN
$1.82B
– –
-11,618
Closed -$104K
HYT icon
517
BlackRock Corporate High Yield Fund
HYT
$1.37B
– –
-11,600
Closed -$110K
IBDQ
518
DELISTED
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
– –
-603,301
Closed -$15.2M
IBN icon
519
ICICI Bank
IBN
$106B
– –
-11,246
Closed -$340K
IBTF
520
DELISTED
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
– –
-377,248
Closed -$8.81M
IDCC icon
521
InterDigital
IDCC
$8.92B
– –
-635
Closed -$219K
IEF icon
522
iShares 7-10 Year Treasury Bond ETF
IEF
$47.4B
– –
-3,830
Closed -$369K
ILPT
523
Industrial Logistics Properties Trust
ILPT
$607M
– –
-13,827
Closed -$80.6K
IMO icon
524
Imperial Oil
IMO
$62.8B
– –
-3,040
Closed -$276K
LYG icon
525
Lloyds Banking Group
LYG
$90.1B
– –
-28,561
Closed -$130K
19 20
21
22 23

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EC
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PCH
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OMC
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BFS
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CA
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TCM
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LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return

Mesirow Financial Investment Management's Q4 2025 Portfolio in Review

As of Q4 2025, Mesirow Financial Investment Management held 572 positions worth $4.87B, down 13% from $5.59B the previous quarter. Its ten largest holdings account for 37% of the portfolio.

Mesirow Financial Investment Management withdrew a net $884M in Q4 2025, closing 87 positions and reducing 384 holdings. Its most notable exit was iShares iBonds Dec 2025 Term Corporate ETF, an estimated $15.2M position sold in full.

By sector, the portfolio is most concentrated in Financials at 16% of assets, up from 16% a quarter earlier, followed by Technology and Communication Services.

Against the trend, Mesirow Financial Investment Management opened a new position in Akre Focus ETF worth $132M.

  • Mesirow Financial Investment Management's largest Q4 2025 buy was Akre Focus ETF: 2,012,662 shares worth $132M.
  • Mesirow Financial Investment Management added most to Nike in Q4 2025, an estimated $5.17M increase.
  • Mesirow Financial Investment Management's biggest Q4 2025 reduction was Berkshire Hathaway Class B, cutting an estimated $75.4M.
  • Mesirow Financial Investment Management fully exited iShares iBonds Dec 2025 Term Corporate ETF in Q4 2025, selling an estimated $15.2M.
  • Mesirow Financial Investment Management's ten largest holdings make up 37% of its $4.87B portfolio in Q4 2025.
  • Mesirow Financial Investment Management opened 18 new positions and closed 87 in Q4 2025.
  • Mesirow Financial Investment Management's portfolio value fell 13% quarter-over-quarter to $4.87B.

Based on Mesirow Financial Investment Management's 13F filing for Q4 2025, filed 5 Feb 2026.