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
$5.59B
AUM Growth
+$461M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
565
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$11.4M
3
+$11.3M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$8.27M
5
MGC icon
Vanguard Mega Cap 300 Index ETF
MGC
+$5.48M

Top Sells

1
+$16.3M
2
+$4.09M
3
+$3.05M
4
AAPL icon
Apple
AAPL
+$2.79M
5
AVGO icon
Broadcom
AVGO
+$2.69M

Sector Composition

1 Financials 15.81%
2 Technology 13.06%
3 Communication Services 5.49%
4 Industrials 4.42%
5 Healthcare 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GWW icon
201
W.W. Grainger
GWW
$45.7B
$1.9M 0.03%
1,993
-19
TTD icon
202
Trade Desk
TTD
$19.3B
$1.89M 0.03%
38,604
DFAX icon
203
Dimensional World ex US Core Equity 2 ETF
DFAX
$9.8B
$1.89M 0.03%
60,194
+12,908
BOX icon
204
Box
BOX
$4.37B
$1.88M 0.03%
58,355
+1,820
MPC icon
205
Marathon Petroleum
MPC
$57.9B
$1.82M 0.03%
9,464
-478
TXN icon
206
Texas Instruments
TXN
$159B
$1.81M 0.03%
9,848
+251
PICK icon
207
iShares MSCI Global Metals & Mining Producers ETF
PICK
$894M
$1.8M 0.03%
40,521
-17
QYLD icon
208
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.05B
$1.8M 0.03%
105,842
+2,996
VGT icon
209
Vanguard Information Technology ETF
VGT
$114B
$1.77M 0.03%
2,368
+4
SHEL icon
210
Shell
SHEL
$211B
$1.76M 0.03%
24,639
+187
EBAY icon
211
eBay
EBAY
$37.5B
$1.66M 0.03%
18,304
+29
AMP icon
212
Ameriprise Financial
AMP
$42.4B
$1.63M 0.03%
3,321
+1
MS icon
213
Morgan Stanley
MS
$269B
$1.62M 0.03%
10,206
-89
YUM icon
214
Yum! Brands
YUM
$41B
$1.62M 0.03%
10,637
-75
WM icon
215
Waste Management
WM
$86.4B
$1.6M 0.03%
7,233
+571
CVS icon
216
CVS Health
CVS
$98.5B
$1.59M 0.03%
21,076
-614
XLF icon
217
State Street Financial Select Sector SPDR ETF
XLF
$51.8B
$1.58M 0.03%
29,309
-2,716
CIBR icon
218
First Trust NASDAQ Cybersecurity ETF
CIBR
$11B
$1.57M 0.03%
20,720
+2,245
TYL icon
219
Tyler Technologies
TYL
$19.9B
$1.57M 0.03%
3,008
+25
QCOM icon
220
Qualcomm
QCOM
$183B
$1.56M 0.03%
9,391
-82
EMR icon
221
Emerson Electric
EMR
$74.1B
$1.55M 0.03%
11,844
-8
IGF icon
222
iShares Global Infrastructure ETF
IGF
$8.87B
$1.55M 0.03%
25,409
+335
LQD icon
223
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$33.1B
$1.53M 0.03%
13,761
-1,167
USB icon
224
US Bancorp
USB
$77.2B
$1.53M 0.03%
31,696
+2,012
WFC icon
225
Wells Fargo
WFC
$271B
$1.53M 0.03%
18,263
+467
7 8
9
10 11