MFIM
Mesirow Financial Investment Management Portfolio holdings
AUM
$4.87B
1-Year Est. Return
20.14%
This Fund
S&P 500
1 Year Est. Return
+20.14%
AUM
$5.59B
AUM Growth
+$461M
(+9%)
Holding
565
Top Buys
| 1 | +$17.1M | |
| 2 | +$10.9M | |
| 3 | +$10.8M | |
| 4 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$8.26M |
| 5 |
Vanguard Mega Cap 300 Index ETF
MGC
|
+$5.25M |
Top Sells
| 1 | +$16.5M | |
| 2 | +$4.02M | |
| 3 | +$2.97M | |
| 4 |
iShares S&P Mid-Cap 400 Value ETF
IJJ
|
+$2.56M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
551
KORU Medical Systems
KRMD
$204M
| $42K | ﹤0.01% |
10,959
|
|
||
|
CMU
552
MFS High Yield Municipal Trust
CMU
$90.2M
| $39.9K | ﹤0.01% |
11,509
+169
|
|
||
553
LiqTech
LIQT
$13.4M
| $36.2K | ﹤0.01% |
13,754
|
|
||
554
Sangamo Therapeutics
SGMO
$131M
| $7.95K | ﹤0.01% |
11,800
|
|
||
|
MRSH
555
Marsh
MRSH
$84.3B
| – | – |
-1,002
|
|
||
556
Barfresh Food Group
BRFH
$43.6M
| – | – |
-21,398
|
|
||
557
Chipotle Mexican Grill
CMG
$42.3B
| – | – |
-7,512
|
|
||
558
iShares MSCI USA Momentum Factor ETF
MTUM
$20.8B
| – | – |
-1,163
|
|
||
559
iShares National Muni Bond ETF
MUB
$42.8B
| – | – |
-1,935
|
|
||
|
SHCO
560
DELISTED
Soho House & Co
SHCO
| – | – |
-72,474
|
|
||
561
WisdomTree Floating Rate Treasury Fund
USFR
$16.7B
| – | – |
-11,332
|
|
||
|
VXRT
562
DELISTED
Vaxart
VXRT
| – | – |
-20,000
|
|
||
|
WBA
563
DELISTED
Walgreens Boots Alliance
WBA
| – | – |
-32,133
|
|
||
564
Wallbox
WBX
$45.5M
| – | – |
-500
|
|
||
|
AMTM
565
Amentum Holdings
AMTM
$6.52B
| – | – |
-10,515
|
|