We are live on ! Find out more
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
SHYD icon
551
VanEck Short High Yield Muni ETF
SHYD
$456M
– –
-10,400
Closed -$238K
SLB icon
552
SLB Ltd
SLB
$78.1B
– –
-9,029
Closed -$310K
SPG icon
553
Simon Property Group
SPG
$71.4B
– –
-1,782
Closed -$335K
SPOT icon
554
Spotify
SPOT
$101B
– –
-1,278
Closed -$892K
SYY icon
555
Sysco
SYY
$40.5B
– –
-8,513
Closed -$701K
TTD icon
556
Trade Desk
TTD
$6.34B
– –
-38,604
Closed -$1.89M
TYL icon
557
Tyler Technologies
TYL
$13B
– –
-3,008
Closed -$1.57M
UBS icon
558
UBS Group
UBS
$177B
– –
-11,146
Closed -$457K
UHS icon
559
Universal Health Services
UHS
$10.2B
– –
-980
Closed -$201K
UMH
560
UMH Properties
UMH
$1.39B
– –
-13,105
Closed -$195K
VCIT icon
561
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.6B
– –
-5,421
Closed -$456K
VEGI icon
562
iShares MSCI Agriculture Producers ETF
VEGI
$148M
– –
-15,720
Closed -$617K
VLTO icon
563
Veralto
VLTO
$23.6B
– –
-2,109
Closed -$225K
VTRS icon
564
Viatris
VTRS
$18.5B
– –
-15,994
Closed -$158K
WCN
565
Waste Connections
WCN
$41.6B
– –
-1,485
Closed -$261K
WDAY icon
566
Workday
WDAY
$43.3B
– –
-1,937
Closed -$466K
WPM icon
567
Wheaton Precious Metals
WPM
$61.3B
– –
-3,555
Closed -$398K
ZBRA icon
568
Zebra Technologies
ZBRA
$17.9B
– –
-1,158
Closed -$344K
OKLO
569
Oklo
OKLO
$8.39B
– –
-3,010
Closed -$336K
CMBT
570
CMB.TECH NV
CMBT
$4.86B
– –
-11,090
Closed -$104K
FPAS
571
FPA Short Duration Government ETF
FPAS
$12.3M
– –
-14,375
Closed -$366K
TSSI
572
TSS Inc
TSSI
$340M
– –
-29,643
Closed -$537K
19 20 21 22
23

Similar funds

EWM
Evercore Wealth Management New York $6.36B AUM 20.35% 1-Year Est. Return
EC
ECP ControlCo Summit, New Jersey $6.34B AUM 19.72% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
BFS
Bradley Foster & Sargent Hartford, Connecticut $6.44B AUM 25.27% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
TCM
Tenor Capital Management New York $6.49B AUM 3% 1-Year Est. Return
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.