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
$5.13B
AUM Growth
-$31.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
626
New
Increased
Reduced
Closed

Top Buys

1
+$33.6M
2
+$17.2M
3
+$17.2M
4
MSFT icon
Microsoft
MSFT
+$8.53M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.62M

Top Sells

1
+$120M
2
+$52.6M
3
+$32.5M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$29.1M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$20.2M

Sector Composition

1 Financials 16.09%
2 Technology 12.62%
3 Communication Services 4.86%
4 Industrials 4.43%
5 Healthcare 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LMT icon
176
Lockheed Martin
LMT
$106B
$2.49M 0.05%
5,367
+49
AGG icon
177
iShares Core US Aggregate Bond ETF
AGG
$132B
$2.46M 0.05%
24,789
+10,411
GEV icon
178
GE Vernova
GEV
$156B
$2.39M 0.05%
4,510
+280
DE icon
179
Deere & Co
DE
$130B
$2.38M 0.05%
4,678
+45
CM icon
180
Canadian Imperial Bank of Commerce
CM
$80.9B
$2.35M 0.05%
33,140
+24
EXC icon
181
Exelon
EXC
$46.3B
$2.22M 0.04%
51,083
-50,667
RSP icon
182
Invesco S&P 500 Equal Weight ETF
RSP
$74.8B
$2.19M 0.04%
12,059
+2,033
EQH icon
183
Equitable Holdings
EQH
$13B
$2.16M 0.04%
38,473
-32,351
GWW icon
184
W.W. Grainger
GWW
$44.9B
$2.09M 0.04%
2,012
-16
RYLD icon
185
Global X Russell 2000 Covered Call ETF
RYLD
$1.29B
$2.08M 0.04%
139,803
-21,663
NKE icon
186
Nike
NKE
$94.9B
$2.07M 0.04%
29,135
-1,027
VNQ icon
187
Vanguard Real Estate ETF
VNQ
$33.9B
$2.06M 0.04%
23,124
+7,553
XYL icon
188
Xylem
XYL
$36.5B
$2.05M 0.04%
15,852
+37
AON icon
189
Aon
AON
$75.3B
$2.03M 0.04%
5,699
-110
MSI icon
190
Motorola Solutions
MSI
$65.3B
$2.02M 0.04%
4,813
-93
IWB icon
191
iShares Russell 1000 ETF
IWB
$45.9B
$2.01M 0.04%
5,924
-426
BDX icon
192
Becton Dickinson
BDX
$55.1B
$2M 0.04%
11,594
+2,859
TXN icon
193
Texas Instruments
TXN
$148B
$1.99M 0.04%
9,597
+470
DGRW icon
194
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.8B
$1.98M 0.04%
23,599
+4,099
SOXX icon
195
iShares Semiconductor ETF
SOXX
$16.3B
$1.96M 0.04%
8,198
-6,312
BOX icon
196
Box
BOX
$4.63B
$1.93M 0.04%
56,535
-215
CTVA icon
197
Corteva
CTVA
$44.9B
$1.89M 0.04%
25,357
-77
PSX icon
198
Phillips 66
PSX
$55.6B
$1.86M 0.04%
15,585
-721
AMP icon
199
Ameriprise Financial
AMP
$43.7B
$1.77M 0.03%
3,320
-92
TYL icon
200
Tyler Technologies
TYL
$20.1B
$1.77M 0.03%
2,983
-1,096
6 7
8
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