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
QQQ icon
76
Invesco QQQ Trust
QQQ
$384B
$17.1M 0.33%
31,073
+907
NVDA icon
77
NVIDIA
NVDA
$4.46T
$17M 0.33%
107,562
+2,094
IBDQ icon
78
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
$2.81B
$15.3M 0.3%
606,747
-4,225
VOOV icon
79
Vanguard S&P 500 Value ETF
VOOV
$5.7B
$15.2M 0.3%
80,381
-5,903
EEM icon
80
iShares MSCI Emerging Markets ETF
EEM
$20.6B
$15M 0.29%
310,501
-40,248
IEMG icon
81
iShares Core MSCI Emerging Markets ETF
IEMG
$112B
$14.6M 0.29%
243,888
-259,210
KO icon
82
Coca-Cola
KO
$295B
$14.6M 0.28%
206,201
-1,270
MDY icon
83
SPDR S&P MidCap 400 ETF Trust
MDY
$23.7B
$14.4M 0.28%
25,464
-1,252
VUSB icon
84
Vanguard Ultra-Short Bond ETF
VUSB
$5.68B
$14.4M 0.28%
288,614
+7,729
SDY icon
85
SPDR S&P Dividend ETF
SDY
$20.2B
$13.9M 0.27%
102,333
-1,771
HLT icon
86
Hilton Worldwide
HLT
$61.2B
$13.8M 0.27%
51,688
-318
EPD icon
87
Enterprise Products Partners
EPD
$65.4B
$13.7M 0.27%
442,127
-7,629
IBDR icon
88
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.36B
$13.5M 0.26%
556,889
+3,388
AOA icon
89
iShares Core 80/20 Aggressive Allocation ETF
AOA
$2.61B
$12.9M 0.25%
155,076
-11,634
MCD icon
90
McDonald's
MCD
$220B
$12.7M 0.25%
43,534
-1,369
ALL icon
91
Allstate
ALL
$51.6B
$12.6M 0.25%
62,517
-397
SCHW icon
92
Charles Schwab
SCHW
$171B
$12.6M 0.24%
137,586
-323
SCHD icon
93
Schwab US Dividend Equity ETF
SCHD
$70B
$12.2M 0.24%
458,848
+20,087
ADBE icon
94
Adobe
ADBE
$140B
$12.1M 0.24%
31,189
+1,605
V icon
95
Visa
V
$664B
$11.9M 0.23%
33,629
+1,670
LLY icon
96
Eli Lilly
LLY
$720B
$11.9M 0.23%
15,275
-396
SBUX icon
97
Starbucks
SBUX
$97B
$11.8M 0.23%
128,289
-6,032
IAU icon
98
iShares Gold Trust
IAU
$64.3B
$11.6M 0.23%
186,499
-189,029
FEGE
99
First Eagle Global Equity ETF
FEGE
$555M
$11.6M 0.23%
287,269
+72,860
SUB icon
100
iShares Short-Term National Muni Bond ETF
SUB
$10.2B
$11.4M 0.22%
107,503
+1,695
2 3
4
5 6