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
$23.3M
AUM Growth
+$2.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$350K
2
+$342K
3
+$321K
4
LUNA
Luna Innovations Incorporated
LUNA
+$312K
5
CCLD icon
CareCloud
CCLD
+$294K

Top Sells

1
+$496K
2
+$358K
3
+$331K
4
BLFS icon
BioLife Solutions
BLFS
+$296K
5
MYFW icon
First Western Financial
MYFW
+$253K

Sector Composition

1 Healthcare 30.5%
2 Industrials 17.09%
3 Technology 15.96%
4 Financials 13.25%
5 Consumer Discretionary 12.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$342K 1.47%
+1,341
27
$341K 1.46%
9,057
+663
28
$341K 1.46%
7,479
+964
29
$337K 1.44%
32,371
+185
30
$336K 1.44%
8,751
-167
31
$334K 1.43%
42,638
+276
32
$330K 1.41%
30,824
+203
33
$321K 1.38%
18,702
+115
34
$321K 1.38%
48,052
-11,800
35
$321K 1.38%
+10,694
36
$316K 1.35%
33,216
+2,486
37
$314K 1.35%
10,279
+1,390
38
$314K 1.35%
25,454
+395
39
$312K 1.34%
+52,108
40
$310K 1.33%
23,724
+147
41
$309K 1.32%
16,089
+103
42
$307K 1.32%
21,174
+137
43
$304K 1.3%
30,380
+232
44
$301K 1.29%
31,754
+6,845
45
$300K 1.29%
20,755
-3,996
46
$297K 1.27%
9,005
+56
47
$295K 1.26%
11,693
-247
48
$294K 1.26%
+33,153
49
$294K 1.26%
9,428
+56
50
$293K 1.26%
71,406
+478
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2
3 4