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
LMT icon
176
Lockheed Martin
LMT
$102B
$2.64M 0.05%
5,294
-73
GEV icon
177
GE Vernova
GEV
$163B
$2.61M 0.05%
4,236
-274
CHD icon
178
Church & Dwight Co
CHD
$20.1B
$2.49M 0.04%
28,433
-4,670
T icon
179
AT&T
T
$181B
$2.45M 0.04%
86,600
+102
DCOR icon
180
Dimensional US Core Equity 1 ETF
DCOR
$2.32B
$2.33M 0.04%
32,433
+9,786
XYL icon
181
Xylem
XYL
$33.9B
$2.33M 0.04%
15,806
-46
CMCSA icon
182
Comcast
CMCSA
$98.5B
$2.33M 0.04%
74,191
+315
IWB icon
183
iShares Russell 1000 ETF
IWB
$45.3B
$2.31M 0.04%
6,329
+405
GS icon
184
Goldman Sachs
GS
$245B
$2.28M 0.04%
2,866
+381
WEC icon
185
WEC Energy
WEC
$35.2B
$2.28M 0.04%
19,875
-4,926
BDX icon
186
Becton Dickinson
BDX
$54.4B
$2.26M 0.04%
12,069
+475
RSP icon
187
Invesco S&P 500 Equal Weight ETF
RSP
$74.2B
$2.25M 0.04%
11,872
-187
EXC icon
188
Exelon
EXC
$45.4B
$2.24M 0.04%
49,671
-1,412
DE icon
189
Deere & Co
DE
$127B
$2.2M 0.04%
4,813
+135
SOXX icon
190
iShares Semiconductor ETF
SOXX
$17B
$2.17M 0.04%
8,009
-189
MSI icon
191
Motorola Solutions
MSI
$62.9B
$2.17M 0.04%
4,743
-70
NKE icon
192
Nike
NKE
$96B
$2.15M 0.04%
30,808
+1,673
PSX icon
193
Phillips 66
PSX
$55.4B
$2.13M 0.04%
15,658
+73
DGRW icon
194
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.1B
$2.1M 0.04%
23,599
C icon
195
Citigroup
C
$185B
$2.08M 0.04%
20,522
+96
XLE icon
196
State Street Energy Select Sector SPDR ETF
XLE
$27.2B
$2.08M 0.04%
23,254
+2,855
RYLD icon
197
Global X Russell 2000 Covered Call ETF
RYLD
$1.24B
$2.03M 0.04%
135,194
-4,609
AON icon
198
Aon
AON
$74.3B
$2.01M 0.04%
5,646
-53
EQH icon
199
Equitable Holdings
EQH
$12.7B
$1.94M 0.03%
38,117
-356
GD icon
200
General Dynamics
GD
$90.7B
$1.93M 0.03%
5,649
+92
6 7
8
9 10