MFIM

Mesirow Financial Investment Management Portfolio holdings

AUM $5.59B
1-Year Est. Return 16.91%
This Quarter Est. Return
1 Year Est. Return
+16.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.59B
AUM Growth
+$461M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
565
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$11.4M
3
+$11.3M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$8.27M
5
MGC icon
Vanguard Mega Cap 300 Index ETF
MGC
+$5.48M

Top Sells

1
+$16.3M
2
+$4.09M
3
+$3.05M
4
AAPL icon
Apple
AAPL
+$2.79M
5
AVGO icon
Broadcom
AVGO
+$2.69M

Sector Composition

1 Financials 15.81%
2 Technology 13.06%
3 Communication Services 5.49%
4 Industrials 4.42%
5 Healthcare 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ZTS icon
126
Zoetis
ZTS
$54.8B
$6.54M 0.12%
44,682
-82
CSCO icon
127
Cisco
CSCO
$304B
$6.48M 0.12%
94,660
+552
UBER icon
128
Uber
UBER
$182B
$6.46M 0.12%
65,975
+2,128
QLD icon
129
ProShares Ultra QQQ
QLD
$10.7B
$6.46M 0.12%
94,200
VB icon
130
Vanguard Small-Cap ETF
VB
$68.7B
$6.41M 0.11%
25,227
+1,530
IBM icon
131
IBM
IBM
$282B
$6.28M 0.11%
22,258
-1,163
CEG icon
132
Constellation Energy
CEG
$114B
$5.51M 0.1%
16,752
+353
MCK icon
133
McKesson
MCK
$102B
$5.28M 0.09%
6,834
+2
SPYD icon
134
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.26B
$5.27M 0.09%
119,804
+8,866
CME icon
135
CME Group
CME
$100B
$5.26M 0.09%
19,481
+2,448
TSLA icon
136
Tesla
TSLA
$1.43T
$5.23M 0.09%
11,752
-508
NTRS icon
137
Northern Trust
NTRS
$24.7B
$5.19M 0.09%
38,597
-313
TSM icon
138
TSMC
TSM
$1.51T
$5.18M 0.09%
18,533
+1,404
VOOG icon
139
Vanguard S&P 500 Growth ETF
VOOG
$21.5B
$4.86M 0.09%
11,158
-16
GE icon
140
GE Aerospace
GE
$305B
$4.75M 0.08%
15,775
-511
IXUS icon
141
iShares Core MSCI Total International Stock ETF
IXUS
$51B
$4.7M 0.08%
56,916
+257
ADP icon
142
Automatic Data Processing
ADP
$104B
$4.63M 0.08%
15,783
-153
TJX icon
143
TJX Companies
TJX
$167B
$4.62M 0.08%
31,992
+538
AEP icon
144
American Electric Power
AEP
$63.7B
$4.43M 0.08%
39,359
+1,365
GDX icon
145
VanEck Gold Miners ETF
GDX
$24B
$4.42M 0.08%
57,831
-2,144
AMGN icon
146
Amgen
AMGN
$182B
$4.24M 0.08%
15,038
-40
KKR icon
147
KKR & Co
KKR
$109B
$4.09M 0.07%
31,442
+415
APH icon
148
Amphenol
APH
$173B
$4M 0.07%
32,349
+728
BND icon
149
Vanguard Total Bond Market
BND
$142B
$3.96M 0.07%
53,283
+6,113
MRK icon
150
Merck
MRK
$251B
$3.94M 0.07%
46,986
-51
4 5
6
7 8