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
LMT icon
176
Lockheed Martin
LMT
$122B
$2.14M 0.04%
4,427
-867
T icon
177
AT&T
T
$185B
$2.11M 0.04%
84,932
-1,668
TSM icon
178
TSMC
TSM
$1.98T
$2.07M 0.04%
6,811
-11,722
DGRW icon
179
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.5B
$2.07M 0.04%
23,137
-462
PICK icon
180
iShares MSCI Global Metals & Mining Producers ETF
PICK
$1.91B
$2.03M 0.04%
39,561
-960
DE icon
181
Deere & Co
DE
$160B
$2.02M 0.04%
4,338
-475
XYL icon
182
Xylem
XYL
$29.3B
$2.01M 0.04%
14,775
-1,031
GWW icon
183
W.W. Grainger
GWW
$55.1B
$2M 0.04%
1,977
-16
PGR icon
184
Progressive
PGR
$120B
$1.96M 0.04%
8,625
-2,383
PSX icon
185
Phillips 66
PSX
$64B
$1.95M 0.04%
15,106
-552
SOXX icon
186
iShares Semiconductor ETF
SOXX
$30.6B
$1.93M 0.04%
6,421
-1,588
WEC icon
187
WEC Energy
WEC
$37.6B
$1.86M 0.04%
17,662
-2,213
CHD icon
188
Church & Dwight Co
CHD
$22.4B
$1.85M 0.04%
22,107
-6,326
EXC icon
189
Exelon
EXC
$47.8B
$1.83M 0.04%
42,033
-7,638
RSP icon
190
Invesco S&P 500 Equal Weight ETF
RSP
$87.9B
$1.83M 0.04%
9,558
-2,314
XLE icon
191
State Street Energy Select Sector SPDR ETF
XLE
$39.7B
$1.83M 0.04%
40,846
-5,662
MSI icon
192
Motorola Solutions
MSI
$73.7B
$1.79M 0.04%
4,678
-65
GD icon
193
General Dynamics
GD
$86.3B
$1.74M 0.04%
5,173
-476
SOR
194
Source Capital
SOR
$381M
$1.73M 0.04%
37,751
-39,503
MS icon
195
Morgan Stanley
MS
$298B
$1.73M 0.04%
9,726
-480
AON icon
196
Aon
AON
$69.3B
$1.73M 0.04%
4,891
-755
GRID icon
197
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$9.27B
$1.72M 0.04%
11,252
+2,018
AMT icon
198
American Tower
AMT
$83.5B
$1.71M 0.04%
9,759
-7,158
ISSC icon
199
Innovative Solutions & Support
ISSC
$356M
$1.71M 0.04%
90,199
+30,259
BMY icon
200
Bristol-Myers Squibb
BMY
$121B
$1.7M 0.03%
31,449
+2,361
6 7
8
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