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
SHEL icon
201
Shell
SHEL
$250B
$2.17M 0.04%
23,305
+2,446
GWW icon
202
W.W. Grainger
GWW
$55.4B
$2.16M 0.03%
1,978
+1
CHD icon
203
Church & Dwight Co
CHD
$22.1B
$2.14M 0.03%
22,978
+871
IWB icon
204
iShares Russell 1000 ETF
IWB
$46.5B
$2.11M 0.03%
5,913
+77
DGRW icon
205
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.5B
$2.07M 0.03%
23,601
+464
EME icon
206
Emcor
EME
$38.3B
$1.97M 0.03%
2,664
+1,787
XYL icon
207
Xylem
XYL
$28.9B
$1.89M 0.03%
15,802
+1,027
AMT icon
208
American Tower
AMT
$81.5B
$1.88M 0.03%
10,887
+1,128
MPC icon
209
Marathon Petroleum
MPC
$65.4B
$1.87M 0.03%
7,659
-2,190
PGR icon
210
Progressive
PGR
$121B
$1.83M 0.03%
9,218
+593
ESGV icon
211
Vanguard ESG US Stock ETF
ESGV
$12.4B
$1.82M 0.03%
16,234
+6,684
QYLD icon
212
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.28B
$1.8M 0.03%
104,895
+53,462
NOC icon
213
Northrop Grumman
NOC
$83.7B
$1.72M 0.03%
2,526
+1,263
CTVA icon
214
Corteva
CTVA
$53.9B
$1.71M 0.03%
20,380
+702
IGF icon
215
iShares Global Infrastructure ETF
IGF
$10.3B
$1.65M 0.03%
24,626
-870
EBAY icon
216
eBay
EBAY
$47.2B
$1.62M 0.03%
17,838
+578
IWS icon
217
iShares Russell Mid-Cap Value ETF
IWS
$14.8B
$1.6M 0.03%
10,990
+6,590
AON icon
218
Aon
AON
$71.8B
$1.58M 0.03%
4,897
+6
EMR icon
219
Emerson Electric
EMR
$80.2B
$1.55M 0.03%
11,824
+1,009
LQD icon
220
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$33.1B
$1.53M 0.02%
14,076
+3,646
YUM icon
221
Yum! Brands
YUM
$44.3B
$1.52M 0.02%
9,745
+326
DFAI icon
222
Dimensional International Core Equity Market ETF
DFAI
$15.6B
$1.5M 0.02%
38,549
+26,508
CIEN icon
223
Ciena
CIEN
$70.6B
$1.49M 0.02%
3,850
+1,450
XLF icon
224
State Street Financial Select Sector SPDR ETF
XLF
$51.1B
$1.48M 0.02%
29,891
+40
VGT icon
225
Vanguard Information Technology ETF
VGT
$15.5B
$1.48M 0.02%
16,912
+7,368
7 8
9
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