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
HON icon
101
Honeywell
HON
$129B
$11.1M 0.22%
47,631
+194
IBDS icon
102
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.38B
$10.8M 0.21%
443,466
+5,292
VWO icon
103
Vanguard FTSE Emerging Markets ETF
VWO
$102B
$10.7M 0.21%
215,448
+1,537
XLK icon
104
Technology Select Sector SPDR Fund
XLK
$93.7B
$10.6M 0.21%
41,701
+1,242
PM icon
105
Philip Morris
PM
$246B
$10.5M 0.2%
57,482
+465
PG icon
106
Procter & Gamble
PG
$354B
$10.4M 0.2%
65,344
-2,655
COP icon
107
ConocoPhillips
COP
$108B
$10.4M 0.2%
115,616
+2,618
KMI icon
108
Kinder Morgan
KMI
$60.8B
$9.77M 0.19%
332,185
-4,361
CGBL icon
109
Capital Group Core Balanced ETF
CGBL
$3.41B
$9.68M 0.19%
289,500
+27,263
XOM icon
110
Exxon Mobil
XOM
$479B
$9.18M 0.18%
85,172
-81,360
IBTF icon
111
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
$1.84B
$9.06M 0.18%
387,685
-6,615
SMOT icon
112
VanEck Morningstar SMID Moat ETF
SMOT
$419M
$8.93M 0.17%
256,624
-12,348
NFLX icon
113
Netflix
NFLX
$510B
$8.88M 0.17%
6,632
+344
ENB icon
114
Enbridge
ENB
$103B
$8.66M 0.17%
191,052
+2,949
DFAC icon
115
Dimensional US Core Equity 2 ETF
DFAC
$37.9B
$8.49M 0.17%
236,970
+14,618
IBDT icon
116
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$3.14B
$8.42M 0.16%
331,426
+11,647
ITW icon
117
Illinois Tool Works
ITW
$72.7B
$8.21M 0.16%
33,194
-2,212
GLW icon
118
Corning
GLW
$72.4B
$7.77M 0.15%
147,807
+873
DIM icon
119
WisdomTree International MidCap Dividend Fund
DIM
$157M
$7.63M 0.15%
101,287
-98,517
PFF icon
120
iShares Preferred and Income Securities ETF
PFF
$14.6B
$7.12M 0.14%
232,173
-8,459
DIVO icon
121
Amplify CWP Enhanced Dividend Income ETF
DIVO
$5.18B
$7.11M 0.14%
167,078
+25,075
PFE icon
122
Pfizer
PFE
$139B
$7.01M 0.14%
289,105
-58,026
ZTS icon
123
Zoetis
ZTS
$63.8B
$6.98M 0.14%
44,764
+716
IBM icon
124
IBM
IBM
$262B
$6.9M 0.13%
23,421
+1,102
IBTG icon
125
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.07B
$6.87M 0.13%
299,583
-660
3 4
5
6 7