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
NFLX icon
126
Netflix
NFLX
$388B
$5.15M 0.11%
54,975
-10,595
PFF icon
127
iShares Preferred and Income Securities ETF
PFF
$14B
$5.08M 0.1%
164,231
-69,678
IBDU icon
128
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$3.75B
$5.07M 0.1%
216,574
+169,991
MCK icon
129
McKesson
MCK
$101B
$4.99M 0.1%
6,077
-757
ZTS icon
130
Zoetis
ZTS
$48.8B
$4.91M 0.1%
39,046
-5,636
CEG icon
131
Constellation Energy
CEG
$113B
$4.82M 0.1%
13,630
-3,122
IXUS icon
132
iShares Core MSCI Total International Stock ETF
IXUS
$56B
$4.79M 0.1%
56,647
-269
VOOG icon
133
Vanguard S&P 500 Growth ETF
VOOG
$3.97B
$4.76M 0.1%
64,224
-2,724
TJX icon
134
TJX Companies
TJX
$173B
$4.74M 0.1%
30,852
-1,140
DIVO icon
135
Amplify CWP Enhanced Dividend Income ETF
DIVO
$6.75B
$4.69M 0.1%
105,375
-107,263
AEP icon
136
American Electric Power
AEP
$73.2B
$4.59M 0.09%
39,796
+437
GE icon
137
GE Aerospace
GE
$296B
$4.59M 0.09%
14,886
-889
MRK icon
138
Merck
MRK
$277B
$4.58M 0.09%
43,496
-3,490
PFE icon
139
Pfizer
PFE
$152B
$4.52M 0.09%
181,639
-98,974
CME icon
140
CME Group
CME
$103B
$4.31M 0.09%
15,781
-3,700
AMGN icon
141
Amgen
AMGN
$186B
$4.3M 0.09%
13,137
-1,901
APH icon
142
Amphenol
APH
$185B
$4.22M 0.09%
31,220
-1,129
GDX icon
143
VanEck Gold Miners ETF
GDX
$29.3B
$4.21M 0.09%
49,112
-8,719
KKR icon
144
KKR & Co
KKR
$91B
$3.78M 0.08%
29,677
-1,765
SPYD icon
145
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.21B
$3.69M 0.08%
85,229
-34,575
ADP icon
146
Automatic Data Processing
ADP
$78.9B
$3.58M 0.07%
13,898
-1,885
COF icon
147
Capital One
COF
$119B
$3.57M 0.07%
14,737
-1,517
UBER icon
148
Uber
UBER
$151B
$3.55M 0.07%
43,458
-22,517
HSY icon
149
Hershey
HSY
$38.8B
$3.52M 0.07%
19,369
-584
AMLP icon
150
Alerian MLP ETF
AMLP
$12B
$3.52M 0.07%
74,942
-8,769
4 5
6
7 8