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
$5.16B
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
631
New
Increased
Reduced
Closed

Top Buys

1
+$109M
2
+$48.5M
3
+$38.5M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$29M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$21.6M

Top Sells

1
+$66.3M
2
+$33.1M
3
+$32.1M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$9.09M
5
IBM icon
IBM
IBM
+$5.75M

Sector Composition

1 Financials 16.27%
2 Technology 11.16%
3 Healthcare 4.6%
4 Industrials 4.44%
5 Communication Services 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CRM icon
51
Salesforce
CRM
$231B
$24.4M 0.47%
90,962
-529
GAL icon
52
SPDR SSGA Global Allocation ETF
GAL
$271M
$24.2M 0.47%
540,461
-9,329
FITB icon
53
Fifth Third Bancorp
FITB
$26.8B
$22.8M 0.44%
581,754
-4,583
VOE icon
54
Vanguard Mid-Cap Value ETF
VOE
$18.9B
$22.7M 0.44%
141,261
-56
DIS icon
55
Walt Disney
DIS
$199B
$22.3M 0.43%
225,996
-384
ABT icon
56
Abbott
ABT
$224B
$22.3M 0.43%
168,090
-896
SGOV icon
57
iShares 0-3 Month Treasury Bond ETF
SGOV
$57.6B
$22.3M 0.43%
221,352
+156,492
IAU icon
58
iShares Gold Trust
IAU
$64.3B
$22.1M 0.43%
375,528
+159,958
J icon
59
Jacobs Solutions
J
$18.6B
$22M 0.43%
184,157
-4,591
META icon
60
Meta Platforms (Facebook)
META
$1.8T
$21.8M 0.42%
37,803
-1,579
TEL icon
61
TE Connectivity
TEL
$65.9B
$21.6M 0.42%
152,860
-6,133
WMT icon
62
Walmart
WMT
$859B
$21.4M 0.41%
243,879
+3,315
MGC icon
63
Vanguard Mega Cap 300 Index ETF
MGC
$8.21B
$21.2M 0.41%
105,178
+2,159
VTI icon
64
Vanguard Total Stock Market ETF
VTI
$543B
$21.2M 0.41%
77,017
+1,296
VO icon
65
Vanguard Mid-Cap ETF
VO
$87.5B
$21.1M 0.41%
81,677
+442
VT icon
66
Vanguard Total World Stock ETF
VT
$54.2B
$21M 0.41%
180,695
+1,889
BLK icon
67
Blackrock
BLK
$180B
$20.9M 0.4%
22,061
+20
AXP icon
68
American Express
AXP
$241B
$20.5M 0.4%
76,147
+880
JNJ icon
69
Johnson & Johnson
JNJ
$465B
$20.3M 0.39%
122,262
-1,628
XOM icon
70
Exxon Mobil
XOM
$479B
$19.8M 0.38%
166,532
+80,260
IWM icon
71
iShares Russell 2000 ETF
IWM
$69.9B
$18.9M 0.37%
94,510
+3,743
HD icon
72
Home Depot
HD
$390B
$18.8M 0.36%
51,388
+671
IVE icon
73
iShares S&P 500 Value ETF
IVE
$41.7B
$18.8M 0.36%
98,420
+164
ORCL icon
74
Oracle
ORCL
$830B
$16.8M 0.33%
119,954
+3,491
VOOV icon
75
Vanguard S&P 500 Value ETF
VOOV
$5.7B
$15.9M 0.31%
86,284
+8,760
1 2
3
4 5