MFIM

Mesirow Financial Investment Management Portfolio holdings

AUM $4.87B
1-Year Est. Return 20.13%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.13%
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
SHOP icon
551
Shopify
SHOP
$158B
– –
-4,287
SHYD icon
552
VanEck Short High Yield Muni ETF
SHYD
$415M
– –
-10,400
SLB icon
553
SLB Ltd
SLB
$72.9B
– –
-9,029
SPG icon
554
Simon Property Group
SPG
$65.9B
– –
-1,782
SPOT icon
555
Spotify
SPOT
$108B
– –
-1,278
SYY icon
556
Sysco
SYY
$42.5B
– –
-8,513
TTD icon
557
Trade Desk
TTD
$12.1B
– –
-38,604
TYL icon
558
Tyler Technologies
TYL
$15.8B
– –
-3,008
UBS icon
559
UBS Group
UBS
$123B
– –
-11,146
UHS icon
560
Universal Health Services
UHS
$12.8B
– –
-980
UMH
561
UMH Properties
UMH
$1.3B
– –
-13,105
VCIT icon
562
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$63.5B
– –
-5,421
VEGI icon
563
iShares MSCI Agriculture Producers ETF
VEGI
$114M
– –
-15,720
VLTO icon
564
Veralto
VLTO
$23.7B
– –
-2,109
VTRS icon
565
Viatris
VTRS
$17.4B
– –
-15,994
WCN icon
566
Waste Connections
WCN
$44.3B
– –
-1,485
WPM icon
567
Wheaton Precious Metals
WPM
$68.5B
– –
-3,555
ZBRA icon
568
Zebra Technologies
ZBRA
$11.2B
– –
-1,158
OKLO
569
Oklo
OKLO
$9.98B
– –
-3,010
CMBT
570
CMB.TECH NV
CMBT
$4.2B
– –
-11,090
FPAS
571
FPA Short Duration Government ETF
FPAS
$5.06M
– –
-14,375
TSSI
572
TSS Inc
TSSI
$284M
– –
-29,643
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