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
KKR icon
176
KKR & Co
KKR
$94.4B
$2.84M 0.05%
30,708
+1,031
ADP icon
177
Automatic Data Processing
ADP
$81.7B
$2.82M 0.05%
13,897
-1
VNQ icon
178
Vanguard Real Estate ETF
VNQ
$36.4B
$2.81M 0.05%
31,730
+5,547
COF icon
179
Capital One
COF
$124B
$2.81M 0.05%
15,398
+661
VONV icon
180
Vanguard Russell 1000 Value ETF
VONV
$17.7B
$2.77M 0.04%
29,521
+5,352
LMT icon
181
Lockheed Martin
LMT
$128B
$2.68M 0.04%
4,442
+15
GRID icon
182
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$9.11B
$2.61M 0.04%
15,969
+4,717
WEC icon
183
WEC Energy
WEC
$37B
$2.61M 0.04%
22,530
+4,868
T icon
184
AT&T
T
$181B
$2.6M 0.04%
89,835
+4,903
DHR icon
185
Danaher
DHR
$130B
$2.59M 0.04%
13,680
+1,276
CM icon
186
Canadian Imperial Bank of Commerce
CM
$99.9B
$2.56M 0.04%
26,989
+786
NUE icon
187
Nucor
NUE
$47.4B
$2.54M 0.04%
15,036
+7,718
VZ icon
188
Verizon
VZ
$192B
$2.52M 0.04%
50,163
+13,866
COMP icon
189
Compass
COMP
$5.9B
$2.49M 0.04%
+340,959
EXC icon
190
Exelon
EXC
$47.3B
$2.46M 0.04%
50,133
+8,100
DE icon
191
Deere & Co
DE
$159B
$2.45M 0.04%
4,353
+15
C icon
192
Citigroup
C
$221B
$2.45M 0.04%
21,603
-99
DCOR icon
193
Dimensional US Core Equity 1 ETF
DCOR
$2.9B
$2.37M 0.04%
32,869
+23,503
MDLZ icon
194
Mondelez International
MDLZ
$72B
$2.35M 0.04%
40,848
+20,137
GS icon
195
Goldman Sachs
GS
$276B
$2.31M 0.04%
2,735
+147
RYLD icon
196
Global X Russell 2000 Covered Call ETF
RYLD
$1.3B
$2.3M 0.04%
153,813
+112,693
PICK icon
197
iShares MSCI Global Metals & Mining Producers ETF
PICK
$1.96B
$2.29M 0.04%
40,531
+970
MU icon
198
Micron Technology
MU
$550B
$2.28M 0.04%
6,738
+2,530
PNW icon
199
Pinnacle West Capital
PNW
$12.2B
$2.24M 0.04%
22,202
+11,825
BX icon
200
Blackstone
BX
$101B
$2.17M 0.04%
18,873
+1,296
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