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
$4.87B
AUM Growth
-$720M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
572
New
Increased
Reduced
Closed

Top Buys

1
+$130M
2
+$5.17M
3
+$3.98M
4
CRCL
Circle Internet Group
CRCL
+$1.13M
5
GPZ
VanEck Alternative Asset Manager ETF
GPZ
+$801K

Top Sells

1
+$75.4M
2
+$65.6M
3
+$56.3M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$46.6M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$41.8M

Sector Composition

1 Financials 15.93%
2 Technology 13.41%
3 Communication Services 6.75%
4 Industrials 5.08%
5 Healthcare 4.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SHY icon
76
iShares 1-3 Year Treasury Bond ETF
SHY
$25.7B
$14.8M 0.3%
178,111
-90,496
HD icon
77
Home Depot
HD
$337B
$14.5M 0.3%
42,189
-9,985
META icon
78
Meta Platforms (Facebook)
META
$1.7T
$14.1M 0.29%
21,419
-13,810
AOA icon
79
iShares Core 80/20 Aggressive Allocation ETF
AOA
$3.01B
$13.9M 0.28%
154,902
-106
KO icon
80
Coca-Cola
KO
$331B
$13.7M 0.28%
195,962
-10,675
EPD icon
81
Enterprise Products Partners
EPD
$81.5B
$13.6M 0.28%
424,593
-16,530
MDY icon
82
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$25.9B
$13.3M 0.27%
22,000
-3,355
VCSH icon
83
Vanguard Short-Term Corporate Bond ETF
VCSH
$41.6B
$12.9M 0.27%
162,219
-205,216
SDY icon
84
State Street SPDR S&P Dividend ETF
SDY
$21B
$12.6M 0.26%
90,575
-12,869
MCD icon
85
McDonald's
MCD
$214B
$12.5M 0.26%
41,035
-2,388
PEP icon
86
PepsiCo
PEP
$213B
$12.4M 0.25%
86,080
-14,566
IEMG icon
87
iShares Core MSCI Emerging Markets ETF
IEMG
$151B
$12.3M 0.25%
183,627
-62,760
IWP icon
88
iShares Russell Mid-Cap Growth ETF
IWP
$19.4B
$12.2M 0.25%
89,423
-53,438
VONG icon
89
Vanguard Russell 1000 Growth ETF
VONG
$41.8B
$12.1M 0.25%
99,763
-63,495
SUB icon
90
iShares Short-Term National Muni Bond ETF
SUB
$11B
$11.8M 0.24%
110,894
+2,321
ALL icon
91
Allstate
ALL
$55.6B
$11.8M 0.24%
56,663
-4,387
SCHW icon
92
Charles Schwab
SCHW
$155B
$11.8M 0.24%
117,639
-20,480
GLW icon
93
Corning
GLW
$151B
$11.6M 0.24%
132,928
-15,951
IAU icon
94
iShares Gold Trust
IAU
$75.6B
$11.1M 0.23%
137,269
-49,470
IBDR icon
95
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.64B
$10.8M 0.22%
445,591
-124,033
VWO icon
96
Vanguard FTSE Emerging Markets ETF
VWO
$120B
$10.4M 0.21%
192,540
-29,295
COP icon
97
ConocoPhillips
COP
$149B
$9.86M 0.2%
105,372
-11,452
IBDS icon
98
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.79B
$9.44M 0.19%
388,687
-64,429
SBUX icon
99
Starbucks
SBUX
$113B
$9.21M 0.19%
109,346
-14,668
XOM icon
100
Exxon Mobil
XOM
$616B
$9.19M 0.19%
76,385
-3,299
2 3
4
5 6