MFIM

Mesirow Financial Investment Management Portfolio holdings

AUM $6.18B
1-Year Est. Return 18.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.18B
AUM Growth
+$1.31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
537
New
Increased
Reduced
Closed

Top Buys

1
+$104M
2
+$102M
3
+$82M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$80.6M
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$71.6M

Top Sells

1
+$70.6M
2
+$6.46M
3
+$2.63M
4
ISSC icon
Innovative Solutions & Support
ISSC
+$1.46M
5
ARCC icon
Ares Capital
ARCC
+$1.19M

Sector Composition

1 Financials 13.45%
2 Technology 11.25%
3 Communication Services 5.32%
4 Industrials 4.67%
5 Healthcare 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MGC icon
51
Vanguard Mega Cap 300 Index ETF
MGC
$9.32B
$31.3M 0.51%
132,573
+24,837
LIN icon
52
Linde
LIN
$229B
$30.6M 0.5%
61,686
+2,086
VCSH icon
53
Vanguard Short-Term Corporate Bond ETF
VCSH
$41.6B
$29.8M 0.48%
376,495
+214,276
PEP icon
54
PepsiCo
PEP
$210B
$29.6M 0.48%
190,712
+104,632
BRK.A icon
55
Berkshire Hathaway Class A
BRK.A
$1.01T
$29.4M 0.48%
41
+1
WMT icon
56
Walmart Inc
WMT
$1.04T
$29.1M 0.47%
234,533
+30,400
VT icon
57
Vanguard Total World Stock ETF
VT
$67.9B
$28.5M 0.46%
205,920
+14,912
JNJ icon
58
Johnson & Johnson
JNJ
$545B
$28.1M 0.46%
114,945
+12,862
VOE icon
59
Vanguard Mid-Cap Value ETF
VOE
$22.1B
$27.3M 0.44%
147,982
+51,272
V icon
60
Visa
V
$599B
$26.6M 0.43%
88,075
+9,545
MA icon
61
Mastercard
MA
$455B
$24.9M 0.4%
49,819
+10,964
VTI icon
62
Vanguard Total Stock Market ETF
VTI
$614B
$24.7M 0.4%
76,896
+6,031
VO icon
63
Vanguard Mid-Cap ETF
VO
$24.6B
$24.2M 0.39%
337,544
+36,700
GAL icon
64
State Street Global Allocation ETF
GAL
$304M
$24M 0.39%
485,443
+108,626
IWM icon
65
iShares Russell 2000 ETF
IWM
$77.6B
$23.6M 0.38%
95,201
+10,843
FITB
66
Fifth Third Bancorp
FITB
$45.8B
$22.5M 0.36%
483,766
-53,272
BLK icon
67
Blackrock
BLK
$165B
$22M 0.36%
22,875
+470
J icon
68
Jacobs Solutions
J
$15B
$21.8M 0.35%
171,318
+3,707
ACN icon
69
Accenture
ACN
$117B
$21.8M 0.35%
109,754
+6,879
IBDR icon
70
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.64B
$21.4M 0.35%
882,856
+437,265
AXP icon
71
American Express
AXP
$228B
$21.3M 0.34%
70,371
+1,892
SYK icon
72
Stryker
SYK
$126B
$21.2M 0.34%
64,583
+5,739
DIS icon
73
Walt Disney
DIS
$186B
$21.1M 0.34%
219,096
+15,801
UNH icon
74
UnitedHealth
UNH
$321B
$19.6M 0.32%
72,571
+15,853
META icon
75
Meta Platforms (Facebook)
META
$1.71T
$19.2M 0.31%
33,638
+12,219
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3
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