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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
MAMA icon
526
Mama's Creations
MAMA
$794M
– –
-16,000
Closed -$168K
MAS icon
527
Masco
MAS
$14.8B
– –
-2,850
Closed -$201K
MCO icon
528
Moody's
MCO
$82.4B
– –
-996
Closed -$478K
MELI icon
529
Mercado Libre
MELI
$92.7B
– –
-156
Closed -$365K
MET icon
530
MetLife
MET
$61.6B
– –
-3,135
Closed -$258K
MNDY icon
531
monday.com
MNDY
$3.58B
– –
-1,041
Closed -$202K
MP icon
532
MP Materials
MP
$9.64B
– –
-3,154
Closed -$212K
MRVL icon
533
Marvell Technology
MRVL
$205B
– –
-4,391
Closed -$369K
MSTR icon
534
Strategy Inc
MSTR
$37.6B
– –
-2,073
Closed -$668K
NSPR icon
535
InspireMD
NSPR
$39.1M
– –
-30,000
Closed -$72.3K
NTR icon
536
Nutrien
NTR
$32B
– –
-4,453
Closed -$261K
NU icon
537
Nu Holdings
NU
$66.4B
– –
-19,816
Closed -$317K
OXY icon
538
Occidental Petroleum
OXY
$57.8B
– –
-10,653
Closed -$503K
PCAR icon
539
PACCAR
PCAR
$68.1B
– –
-3,198
Closed -$314K
POCI icon
540
Precision Optics
POCI
$45.3M
– –
-23,364
Closed -$102K
PPG icon
541
PPG Industries
PPG
$25.5B
– –
-2,835
Closed -$298K
P
542
Everpure Inc
P
$39.1B
– –
-3,555
Closed -$298K
PWB icon
543
Invesco Large Cap Growth ETF
PWB
$2.46B
– –
-8,600
Closed -$1.08M
RACE icon
544
Ferrari
RACE
$71.9B
– –
-593
Closed -$288K
RCL icon
545
Royal Caribbean
RCL
$83.1B
– –
-933
Closed -$302K
RKLB icon
546
Rocket Lab Corp
RKLB
$51.6B
– –
-4,965
Closed -$238K
RSI icon
547
Rush Street Interactive
RSI
$2.86B
– –
-10,923
Closed -$224K
SE icon
548
Sea Limited
SE
$75.3B
– –
-4,887
Closed -$873K
SGMO
549
DELISTED
SANGAMO THERAPEUTICS INC
SGMO
– –
-11,800
Closed -$7.95K
SHOP icon
550
Shopify
SHOP
$196B
– –
-4,287
Closed -$637K
19 20 21
22
23

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BFS
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CA
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TCM
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LBA
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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.