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
VONG icon
76
Vanguard Russell 1000 Growth ETF
VONG
$33.6B
$19.7M 0.35%
163,258
+2,615
QQQ icon
77
Invesco QQQ Trust
QQQ
$406B
$19.6M 0.35%
32,580
+1,507
IVW icon
78
iShares S&P 500 Growth ETF
IVW
$66.6B
$19.2M 0.34%
159,115
-1,171
EEM icon
79
iShares MSCI Emerging Markets ETF
EEM
$20.6B
$16.3M 0.29%
305,636
-4,865
VOOV icon
80
Vanguard S&P 500 Value ETF
VOOV
$5.89B
$16.3M 0.29%
81,769
+1,388
IEMG icon
81
iShares Core MSCI Emerging Markets ETF
IEMG
$117B
$16.2M 0.29%
246,387
+2,499
IBDQ icon
82
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
$2.5B
$15.2M 0.27%
603,301
-3,446
MDY icon
83
SPDR S&P MidCap 400 ETF Trust
MDY
$23.4B
$15.1M 0.27%
25,355
-109
SDY icon
84
State Street SPDR S&P Dividend ETF
SDY
$20.1B
$14.5M 0.26%
103,444
+1,111
PEP icon
85
PepsiCo
PEP
$204B
$14.1M 0.25%
100,646
-115,861
IBDR icon
86
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.53B
$13.8M 0.25%
569,624
+12,735
EPD icon
87
Enterprise Products Partners
EPD
$69.7B
$13.8M 0.25%
441,123
-1,004
KO icon
88
Coca-Cola
KO
$306B
$13.7M 0.25%
206,637
+436
AOA icon
89
iShares Core 80/20 Aggressive Allocation ETF
AOA
$2.71B
$13.7M 0.24%
155,008
-68
IAU icon
90
iShares Gold Trust
IAU
$65.6B
$13.6M 0.24%
186,739
+240
VUSB icon
91
Vanguard Ultra-Short Bond ETF
VUSB
$6.05B
$13.5M 0.24%
270,825
-17,789
HLT icon
92
Hilton Worldwide
HLT
$65.4B
$13.4M 0.24%
51,609
-79
MCD icon
93
McDonald's
MCD
$217B
$13.2M 0.24%
43,423
-111
SCHW icon
94
Charles Schwab
SCHW
$165B
$13.2M 0.24%
138,119
+533
ALL icon
95
Allstate
ALL
$54.6B
$13.1M 0.23%
61,050
-1,467
CGBL icon
96
Capital Group Core Balanced ETF
CGBL
$4.05B
$12.8M 0.23%
367,638
+78,138
SCHD icon
97
Schwab US Dividend Equity ETF
SCHD
$71.4B
$12.6M 0.23%
463,281
+4,433
GLW icon
98
Corning
GLW
$71.7B
$12.2M 0.22%
148,879
+1,072
VWO icon
99
Vanguard FTSE Emerging Markets ETF
VWO
$103B
$12M 0.22%
221,835
+6,387
LLY icon
100
Eli Lilly
LLY
$930B
$11.8M 0.21%
15,495
+220
2 3
4
5 6