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
VB icon
126
Vanguard Small-Cap ETF
VB
$76.8B
$7.39M 0.12%
28,196
+3,442
VTWO icon
127
Vanguard Russell 2000 ETF
VTWO
$15.5B
$7.06M 0.11%
70,454
+1,233
OKE icon
128
Oneok
OKE
$53.4B
$6.82M 0.11%
75,478
+38,054
SPYD icon
129
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.2B
$6.67M 0.11%
146,506
+61,277
IBTG icon
130
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.3B
$6.62M 0.11%
288,723
+152,282
CSCO icon
131
Cisco
CSCO
$355B
$6.36M 0.1%
81,971
+1,343
ADBE icon
132
Adobe
ADBE
$103B
$5.96M 0.1%
24,526
+1,374
IBM icon
133
IBM
IBM
$236B
$5.73M 0.09%
23,654
+2,768
IXUS icon
134
iShares Core MSCI Total International Stock ETF
IXUS
$56.1B
$5.71M 0.09%
65,890
+9,243
PSX icon
135
Phillips 66
PSX
$63.9B
$5.61M 0.09%
30,802
+15,696
AEP icon
136
American Electric Power
AEP
$71.5B
$5.38M 0.09%
41,023
+1,227
ZTS icon
137
Zoetis
ZTS
$49.7B
$5.25M 0.09%
44,454
+5,408
QLD icon
138
ProShares Ultra QQQ
QLD
$11.4B
$5.25M 0.09%
86,000
-6,200
TSLA icon
139
Tesla
TSLA
$1.45T
$5.21M 0.08%
14,012
+6,196
FLXR
140
TCW Flexible Income ETF
FLXR
$2.94B
$5.16M 0.08%
131,296
+60,950
AMLP icon
141
Alerian MLP ETF
AMLP
$12.1B
$5.07M 0.08%
96,319
+21,377
AMGN icon
142
Amgen
AMGN
$186B
$5.07M 0.08%
14,398
+1,261
MCK icon
143
McKesson
MCK
$103B
$5.02M 0.08%
5,806
-271
CME icon
144
CME Group
CME
$103B
$4.95M 0.08%
16,769
+988
UBER icon
145
Uber
UBER
$154B
$4.9M 0.08%
68,061
+24,603
TJX icon
146
TJX Companies
TJX
$176B
$4.89M 0.08%
30,651
-201
MRK icon
147
Merck
MRK
$278B
$4.86M 0.08%
40,395
-3,101
GDX icon
148
VanEck Gold Miners ETF
GDX
$29.4B
$4.66M 0.08%
50,746
+1,634
CEG icon
149
Constellation Energy
CEG
$104B
$4.32M 0.07%
15,468
+1,838
GE icon
150
GE Aerospace
GE
$288B
$4.2M 0.07%
14,792
-94
4 5
6
7 8