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
$5.16B
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
631
New
Increased
Reduced
Closed

Top Buys

1
+$109M
2
+$48.5M
3
+$38.5M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$29M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$21.6M

Top Sells

1
+$66.3M
2
+$33.1M
3
+$32.1M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$9.09M
5
IBM icon
IBM
IBM
+$5.75M

Sector Composition

1 Financials 16.27%
2 Technology 11.16%
3 Healthcare 4.6%
4 Industrials 4.44%
5 Communication Services 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CMCSA icon
176
Comcast
CMCSA
$109B
$2.64M 0.05%
71,681
+5,416
BA icon
177
Boeing
BA
$161B
$2.64M 0.05%
15,473
+2,374
T icon
178
AT&T
T
$188B
$2.61M 0.05%
92,214
+5,764
DFS
179
DELISTED
Discover Financial Services
DFS
$2.48M 0.05%
14,523
-684
RYLD icon
180
Global X Russell 2000 Covered Call ETF
RYLD
$1.28B
$2.44M 0.05%
161,466
-35,603
LMT icon
181
Lockheed Martin
LMT
$116B
$2.38M 0.05%
5,318
+790
TYL icon
182
Tyler Technologies
TYL
$21.9B
$2.37M 0.05%
4,079
-8,647
AON icon
183
Aon
AON
$74.7B
$2.32M 0.04%
5,809
+114
XLE icon
184
Energy Select Sector SPDR Fund
XLE
$25.8B
$2.25M 0.04%
24,093
-491
DE icon
185
Deere & Co
DE
$124B
$2.18M 0.04%
4,633
-86
BOTZ icon
186
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.04B
$2.15M 0.04%
75,623
-601
MSI icon
187
Motorola Solutions
MSI
$74.1B
$2.15M 0.04%
4,906
+954
TTD icon
188
Trade Desk
TTD
$24.4B
$2.12M 0.04%
38,672
-43
APH icon
189
Amphenol
APH
$153B
$2.07M 0.04%
31,588
-6,566
HWM icon
190
Howmet Aerospace
HWM
$76.5B
$2.03M 0.04%
15,612
+164
PSX icon
191
Phillips 66
PSX
$52.2B
$2.01M 0.04%
16,306
+50
GWW icon
192
W.W. Grainger
GWW
$45.7B
$2M 0.04%
2,028
-2,144
BDX icon
193
Becton Dickinson
BDX
$54.2B
$2M 0.04%
8,735
-1,124
IWB icon
194
iShares Russell 1000 ETF
IWB
$44.7B
$1.95M 0.04%
6,350
+290
NKE icon
195
Nike
NKE
$99.6B
$1.91M 0.04%
30,162
+1,320
XYL icon
196
Xylem
XYL
$35.5B
$1.89M 0.04%
15,815
-120
CVS icon
197
CVS Health
CVS
$105B
$1.88M 0.04%
27,681
-5,329
DLN icon
198
WisdomTree US LargeCap Dividend Fund
DLN
$5.38B
$1.87M 0.04%
23,622
+11,811
CM icon
199
Canadian Imperial Bank of Commerce
CM
$74.6B
$1.86M 0.04%
33,116
+22
QYLD icon
200
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.36B
$1.84M 0.04%
110,711
-7,809
6 7
8
9 10