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
TSLA icon
151
Tesla
TSLA
$1.41T
$3.51M 0.07%
7,816
-3,936
BOTZ icon
152
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.36B
$3.39M 0.07%
93,539
-11,848
BND icon
153
Vanguard Total Bond Market
BND
$152B
$3.2M 0.07%
43,252
-10,031
MCS icon
154
Marcus Corp
MCS
$577M
$3.17M 0.07%
204,210
+1,028
HWM icon
155
Howmet Aerospace
HWM
$97.3B
$3.16M 0.07%
15,430
-424
BA icon
156
Boeing
BA
$183B
$3.16M 0.06%
14,541
-587
IBTG icon
157
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.3B
$3.12M 0.06%
136,441
-161,120
QUAL icon
158
iShares MSCI USA Quality Factor ETF
QUAL
$50B
$3.1M 0.06%
15,602
-744
MO icon
159
Altria Group
MO
$112B
$3.01M 0.06%
52,259
+316
CL icon
160
Colgate-Palmolive
CL
$68B
$2.98M 0.06%
37,747
-3,725
TT icon
161
Trane Technologies
TT
$108B
$2.94M 0.06%
7,564
-747
DHR icon
162
Danaher
DHR
$126B
$2.84M 0.06%
12,404
-2,141
FLXR
163
TCW Flexible Income ETF
FLXR
$2.95B
$2.79M 0.06%
70,346
-13,819
OKE icon
164
Oneok
OKE
$54.7B
$2.75M 0.06%
37,424
-13,638
IGSB icon
165
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22B
$2.72M 0.06%
51,490
-9,953
BX icon
166
Blackstone
BX
$94.9B
$2.71M 0.06%
17,577
+244
ARCC icon
167
Ares Capital
ARCC
$13.5B
$2.63M 0.05%
129,933
-215,809
GEV icon
168
GE Vernova
GEV
$308B
$2.57M 0.05%
3,925
-311
C icon
169
Citigroup
C
$219B
$2.53M 0.05%
21,702
+1,180
CM icon
170
Canadian Imperial Bank of Commerce
CM
$101B
$2.37M 0.05%
26,203
-7,166
AGG icon
171
iShares Core US Aggregate Bond ETF
AGG
$136B
$2.36M 0.05%
23,666
-4,557
VNQ icon
172
Vanguard Real Estate ETF
VNQ
$36.8B
$2.32M 0.05%
26,183
-5,613
GS icon
173
Goldman Sachs
GS
$273B
$2.28M 0.05%
2,588
-278
VONV icon
174
Vanguard Russell 1000 Value ETF
VONV
$17.8B
$2.23M 0.05%
24,169
-7,899
IWB icon
175
iShares Russell 1000 ETF
IWB
$46.6B
$2.18M 0.04%
5,836
-493
5 6
7
8 9