MFIM

Mesirow Financial Investment Management Portfolio holdings

AUM $5.59B
1-Year Est. Return 16.91%
This Quarter Est. Return
1 Year Est. Return
+16.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.59B
AUM Growth
+$461M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
565
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$11.4M
3
+$11.3M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$8.27M
5
MGC icon
Vanguard Mega Cap 300 Index ETF
MGC
+$5.48M

Top Sells

1
+$16.3M
2
+$4.09M
3
+$3.05M
4
AAPL icon
Apple
AAPL
+$2.79M
5
AVGO icon
Broadcom
AVGO
+$2.69M

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
BLK icon
51
Blackrock
BLK
$165B
$26.2M 0.47%
22,489
+269
VTI icon
52
Vanguard Total Stock Market ETF
VTI
$564B
$26M 0.47%
79,263
+1,679
META icon
53
Meta Platforms (Facebook)
META
$1.62T
$25.9M 0.46%
35,229
+111
VOE icon
54
Vanguard Mid-Cap Value ETF
VOE
$19.6B
$25.6M 0.46%
146,499
+1,851
DIS icon
55
Walt Disney
DIS
$187B
$25.5M 0.46%
222,605
-2,391
J icon
56
Jacobs Solutions
J
$16.3B
$25.2M 0.45%
167,996
-1,583
WMT icon
57
Walmart
WMT
$908B
$25M 0.45%
242,958
-1,254
IJJ icon
58
iShares S&P Mid-Cap 400 Value ETF
IJJ
$7.94B
$25M 0.45%
192,427
-19,982
ACN icon
59
Accenture
ACN
$165B
$24.9M 0.45%
100,968
+630
AXP icon
60
American Express
AXP
$252B
$24.9M 0.45%
74,889
-723
GAL icon
61
State Street Global Allocation ETF
GAL
$272M
$24.7M 0.44%
502,702
-35,714
FITB icon
62
Fifth Third Bancorp
FITB
$29.5B
$24.3M 0.44%
545,748
-37,728
FEGE
63
First Eagle Global Equity ETF
FEGE
$761M
$24.1M 0.43%
545,947
+258,678
VO icon
64
Vanguard Mid-Cap ETF
VO
$89.2B
$24.1M 0.43%
82,142
-989
ABT icon
65
Abbott
ABT
$219B
$22.8M 0.41%
170,424
+946
IWM icon
66
iShares Russell 2000 ETF
IWM
$71.9B
$22.6M 0.4%
93,526
-1,022
SHY icon
67
iShares 1-3 Year Treasury Bond ETF
SHY
$23.7B
$22.3M 0.4%
268,607
+5,562
JNJ icon
68
Johnson & Johnson
JNJ
$496B
$21.9M 0.39%
118,282
-2,591
SYK icon
69
Stryker
SYK
$140B
$21.9M 0.39%
59,106
+436
CRM icon
70
Salesforce
CRM
$225B
$21.8M 0.39%
91,797
+1,156
HD icon
71
Home Depot
HD
$357B
$21.1M 0.38%
52,174
+380
NVDA icon
72
NVIDIA
NVDA
$4.39T
$20.7M 0.37%
111,058
+3,496
IWP icon
73
iShares Russell Mid-Cap Growth ETF
IWP
$19.9B
$20.3M 0.36%
142,861
+1,077
UNH icon
74
UnitedHealth
UNH
$304B
$20.2M 0.36%
58,453
+307
IVE icon
75
iShares S&P 500 Value ETF
IVE
$47.4B
$20M 0.36%
97,018
+250
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3
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