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
IBDQ icon
76
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
$2.81B
$15.4M 0.3%
610,972
+53,723
EPD icon
77
Enterprise Products Partners
EPD
$65.4B
$15.4M 0.3%
449,756
-640
EEM icon
78
iShares MSCI Emerging Markets ETF
EEM
$20.6B
$15.3M 0.3%
350,749
-5,167
IVW icon
79
iShares S&P 500 Growth ETF
IVW
$65.8B
$15.2M 0.29%
163,931
-1,137
KO icon
80
Coca-Cola
KO
$295B
$14.9M 0.29%
207,471
+1,900
VONG icon
81
Vanguard Russell 1000 Growth ETF
VONG
$32.8B
$14.6M 0.28%
157,624
+10,421
MDY icon
82
SPDR S&P MidCap 400 ETF Trust
MDY
$23.7B
$14.3M 0.28%
26,716
+1,123
QQQ icon
83
Invesco QQQ Trust
QQQ
$384B
$14.1M 0.27%
30,166
+1,489
SDY icon
84
SPDR S&P Dividend ETF
SDY
$20.2B
$14.1M 0.27%
104,104
+1,491
MCD icon
85
McDonald's
MCD
$220B
$14M 0.27%
44,903
+1,303
VUSB icon
86
Vanguard Ultra-Short Bond ETF
VUSB
$5.68B
$14M 0.27%
280,885
+2,467
IBDR icon
87
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.36B
$13.4M 0.26%
553,501
+60,648
DIM icon
88
WisdomTree International MidCap Dividend Fund
DIM
$157M
$13.2M 0.26%
199,804
+101,042
SBUX icon
89
Starbucks
SBUX
$97B
$13.2M 0.26%
134,321
-13,989
ALL icon
90
Allstate
ALL
$51.6B
$13M 0.25%
62,914
+150
LLY icon
91
Eli Lilly
LLY
$720B
$12.9M 0.25%
15,671
-375
AOA icon
92
iShares Core 80/20 Aggressive Allocation ETF
AOA
$2.61B
$12.8M 0.25%
166,710
+6,892
SCHD icon
93
Schwab US Dividend Equity ETF
SCHD
$70B
$12.3M 0.24%
438,761
+9,097
MDT icon
94
Medtronic
MDT
$123B
$12M 0.23%
133,135
-92
COP icon
95
ConocoPhillips
COP
$108B
$11.9M 0.23%
112,998
+688
HLT icon
96
Hilton Worldwide
HLT
$61.2B
$11.8M 0.23%
52,006
-208
PG icon
97
Procter & Gamble
PG
$354B
$11.6M 0.22%
67,999
+2,850
NVDA icon
98
NVIDIA
NVDA
$4.46T
$11.4M 0.22%
105,468
-251
ADBE icon
99
Adobe
ADBE
$140B
$11.3M 0.22%
29,584
+732
V icon
100
Visa
V
$664B
$11.2M 0.22%
31,959
+2,560
2 3
4
5 6