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
CSCO icon
126
Cisco
CSCO
$277B
$6.53M 0.13%
94,108
-353
VTWO icon
127
Vanguard Russell 2000 ETF
VTWO
$12.8B
$6.26M 0.12%
71,766
+63,908
UBER icon
128
Uber
UBER
$192B
$5.96M 0.12%
63,847
+7,502
VB icon
129
Vanguard Small-Cap ETF
VB
$67B
$5.62M 0.11%
23,697
-1,161
ARCC icon
130
Ares Capital
ARCC
$13.8B
$5.61M 0.11%
255,619
+23,164
QLD icon
131
ProShares Ultra QQQ
QLD
$9.91B
$5.54M 0.11%
47,100
CEG icon
132
Constellation Energy
CEG
$121B
$5.29M 0.1%
16,399
+773
MCK icon
133
McKesson
MCK
$97.8B
$5.01M 0.1%
6,832
-75
NTRS icon
134
Northern Trust
NTRS
$23.8B
$4.93M 0.1%
38,910
-1,857
ADP icon
135
Automatic Data Processing
ADP
$114B
$4.91M 0.1%
15,936
+16
SPYD icon
136
SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.26B
$4.71M 0.09%
110,938
+12,920
CME icon
137
CME Group
CME
$96.6B
$4.69M 0.09%
17,033
-344
VOOG icon
138
Vanguard S&P 500 Growth ETF
VOOG
$20.3B
$4.43M 0.09%
11,174
-973
IXUS icon
139
iShares Core MSCI Total International Stock ETF
IXUS
$50.1B
$4.38M 0.09%
56,659
+7,664
AMGN icon
140
Amgen
AMGN
$161B
$4.21M 0.08%
15,078
+864
GE icon
141
GE Aerospace
GE
$318B
$4.19M 0.08%
16,286
-510
OKE icon
142
Oneok
OKE
$42.9B
$4.18M 0.08%
51,219
-2,228
KKR icon
143
KKR & Co
KKR
$105B
$4.13M 0.08%
31,027
-587
NTRA icon
144
Natera
NTRA
$24.9B
$4M 0.08%
23,689
+4
CL icon
145
Colgate-Palmolive
CL
$63.9B
$3.98M 0.08%
43,815
-142
AEP icon
146
American Electric Power
AEP
$62.9B
$3.94M 0.08%
37,994
-43
TSLA icon
147
Tesla
TSLA
$1.46T
$3.89M 0.08%
12,260
-1,073
TJX icon
148
TJX Companies
TJX
$160B
$3.88M 0.08%
31,454
+246
TSM icon
149
TSMC
TSM
$1.53T
$3.88M 0.08%
17,129
+723
AMT icon
150
American Tower
AMT
$89.6B
$3.87M 0.08%
17,524
-735
4 5
6
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