MFIM

Mesirow Financial Investment Management Portfolio holdings

AUM $6.18B
1-Year Est. Return 18.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.18B
AUM Growth
+$1.31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
537
New
Increased
Reduced
Closed

Top Buys

1
+$104M
2
+$102M
3
+$82M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$80.6M
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$71.6M

Top Sells

1
+$70.6M
2
+$6.46M
3
+$2.63M
4
ISSC icon
Innovative Solutions & Support
ISSC
+$1.46M
5
ARCC icon
Ares Capital
ARCC
+$1.19M

Sector Composition

1 Financials 13.45%
2 Technology 11.25%
3 Communication Services 5.32%
4 Industrials 4.67%
5 Healthcare 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GLW icon
76
Corning
GLW
$145B
$19.2M 0.31%
141,426
+8,498
EEM icon
77
iShares MSCI Emerging Markets ETF
EEM
$28.1B
$18.7M 0.3%
330,129
+17,269
CRM icon
78
Salesforce
CRM
$155B
$18.6M 0.3%
99,885
+7,851
VONG icon
79
Vanguard Russell 1000 Growth ETF
VONG
$42B
$18.5M 0.3%
168,410
+68,647
IVW icon
80
iShares S&P 500 Growth ETF
IVW
$69.6B
$18.4M 0.3%
162,293
+4,714
PM icon
81
Philip Morris
PM
$256B
$18M 0.29%
109,138
+54,313
IBDS icon
82
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.79B
$17.9M 0.29%
739,406
+350,719
IEMG icon
83
iShares Core MSCI Emerging Markets ETF
IEMG
$151B
$17.6M 0.29%
252,832
+69,205
VOOV icon
84
Vanguard S&P 500 Value ETF
VOOV
$6.28B
$17M 0.28%
83,626
+49,084
ABT icon
85
Abbott
ABT
$159B
$16.8M 0.27%
163,286
+890
MDY icon
86
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$25.9B
$16.6M 0.27%
26,910
+4,910
HD icon
87
Home Depot
HD
$338B
$16.5M 0.27%
50,074
+7,885
PG icon
88
Procter & Gamble
PG
$332B
$16.2M 0.26%
112,290
+54,191
EPD icon
89
Enterprise Products Partners
EPD
$81.6B
$16.2M 0.26%
428,545
+3,952
IBDT icon
90
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$3.83B
$16.2M 0.26%
637,798
+319,642
HLT icon
91
Hilton Worldwide
HLT
$76.3B
$16.1M 0.26%
53,095
+931
SDY icon
92
State Street SPDR S&P Dividend ETF
SDY
$20.8B
$16.1M 0.26%
110,265
+19,690
COP icon
93
ConocoPhillips
COP
$149B
$15.5M 0.25%
117,225
+11,853
NKE icon
94
Nike
NKE
$67.6B
$15.4M 0.25%
291,670
+181,608
CGBL icon
95
Capital Group Core Balanced ETF
CGBL
$5.96B
$15.1M 0.24%
439,352
+186,005
KO icon
96
Coca-Cola
KO
$321B
$15M 0.24%
196,953
+991
SCHD icon
97
Schwab US Dividend Equity ETF
SCHD
$87.2B
$14.8M 0.24%
482,380
+178,293
XOM icon
98
Exxon Mobil
XOM
$621B
$14.6M 0.24%
85,795
+9,410
RSP icon
99
Invesco S&P 500 Equal Weight ETF
RSP
$88.1B
$14.2M 0.23%
74,100
+64,542
IAU icon
100
iShares Gold Trust
IAU
$75.9B
$14M 0.23%
159,293
+22,024
2 3
4
5 6