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
$15.9M
AUM Growth
-$7.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$321K
2
+$313K
3
+$300K
4
CDNA icon
CareDx
CDNA
+$281K
5
CHCT
Community Healthcare Trust
CHCT
+$278K

Top Sells

1
+$531K
2
+$459K
3
+$449K
4
FBK icon
FB Financial Corp
FBK
+$400K
5
DZSI
DZS Inc. Common Stock
DZSI
+$396K

Sector Composition

1 Healthcare 25.16%
2 Technology 18.02%
3 Industrials 15.62%
4 Financials 14.23%
5 Consumer Discretionary 10.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$251K 1.58%
+34,556
27
$249K 1.57%
+27,109
28
$248K 1.56%
13,678
+5,727
29
$247K 1.56%
24,168
-2,189
30
$247K 1.56%
3,965
-2,515
31
$246K 1.55%
+8,542
32
$244K 1.54%
4,972
-3,129
33
$242K 1.52%
+39,423
34
$242K 1.52%
19,666
+1,930
35
$241K 1.52%
+31,720
36
$241K 1.52%
9,288
-2,101
37
$239K 1.51%
25,208
-241
38
$238K 1.5%
24,418
-12,750
39
$238K 1.5%
20,251
+5,685
40
$236K 1.49%
+19,048
41
$235K 1.48%
14,877
+3,739
42
$234K 1.47%
+42,120
43
$233K 1.47%
10,724
-2,575
44
$233K 1.47%
24,499
-216
45
$232K 1.46%
93,863
+27,014
46
$231K 1.46%
30,774
+1,637
47
$231K 1.46%
+8,604
48
$225K 1.42%
14,380
+2,361
49
$224K 1.41%
159,273
-102,204
50
$214K 1.35%
2,230
-270
1
2
3 4