MFIM

Mesirow Financial Investment Management Portfolio holdings

AUM $5.13B
1-Year Est. Return 15.81%
This Quarter Est. Return
1 Year Est. Return
+15.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.13B
AUM Growth
-$31.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
626
New
Increased
Reduced
Closed

Top Buys

1
+$33.6M
2
+$17.2M
3
+$17.2M
4
MSFT icon
Microsoft
MSFT
+$8.53M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.62M

Top Sells

1
+$120M
2
+$52.6M
3
+$32.5M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$29.1M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$20.2M

Sector Composition

1 Financials 16.09%
2 Technology 12.62%
3 Communication Services 4.86%
4 Industrials 4.43%
5 Healthcare 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
META icon
51
Meta Platforms (Facebook)
META
$1.8T
$25.9M 0.51%
35,118
-2,685
TEL icon
52
TE Connectivity
TEL
$65.9B
$25.7M 0.5%
152,451
-409
GAL icon
53
SPDR SSGA Global Allocation ETF
GAL
$271M
$25.3M 0.49%
538,416
-2,045
VT icon
54
Vanguard Total World Stock ETF
VT
$54.2B
$25.1M 0.49%
195,441
+14,746
CRM icon
55
Salesforce
CRM
$231B
$24.7M 0.48%
90,641
-321
AXP icon
56
American Express
AXP
$241B
$24.1M 0.47%
75,612
-535
MGC icon
57
Vanguard Mega Cap 300 Index ETF
MGC
$8.21B
$24M 0.47%
106,843
+1,665
FITB icon
58
Fifth Third Bancorp
FITB
$26.8B
$24M 0.47%
583,476
+1,722
WMT icon
59
Walmart
WMT
$859B
$23.9M 0.47%
244,212
+333
VOE icon
60
Vanguard Mid-Cap Value ETF
VOE
$18.9B
$23.8M 0.46%
144,648
+3,387
VTI icon
61
Vanguard Total Stock Market ETF
VTI
$543B
$23.6M 0.46%
77,584
+567
BLK icon
62
Blackrock
BLK
$180B
$23.3M 0.45%
22,220
+159
VO icon
63
Vanguard Mid-Cap ETF
VO
$87.5B
$23.3M 0.45%
83,131
+1,454
SYK icon
64
Stryker
SYK
$143B
$23.2M 0.45%
58,670
+43,487
ABT icon
65
Abbott
ABT
$224B
$23.1M 0.45%
169,478
+1,388
J icon
66
Jacobs Solutions
J
$18.6B
$22.3M 0.43%
169,579
-14,578
SHY icon
67
iShares 1-3 Year Treasury Bond ETF
SHY
$24.2B
$21.8M 0.43%
263,045
-244,281
IWM icon
68
iShares Russell 2000 ETF
IWM
$69.9B
$20.4M 0.4%
94,548
+38
IWP icon
69
iShares Russell Mid-Cap Growth ETF
IWP
$20.5B
$19.7M 0.38%
141,784
-134,002
HD icon
70
Home Depot
HD
$390B
$19M 0.37%
51,794
+406
IVE icon
71
iShares S&P 500 Value ETF
IVE
$41.7B
$18.9M 0.37%
96,768
-1,652
JNJ icon
72
Johnson & Johnson
JNJ
$465B
$18.5M 0.36%
120,873
-1,389
UNH icon
73
UnitedHealth
UNH
$323B
$18.1M 0.35%
58,146
+8,966
IVW icon
74
iShares S&P 500 Growth ETF
IVW
$65.8B
$17.6M 0.34%
160,286
-3,645
VONG icon
75
Vanguard Russell 1000 Growth ETF
VONG
$32.8B
$17.5M 0.34%
160,643
+3,019
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3
4 5