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
$31.6M
AUM Growth
+$8.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$489K
2
+$345K
3
+$122K
4
ZIXI
Zix Corporation
ZIXI
+$58.2K
5
KALA icon
KALA BIO
KALA
+$47.1K

Top Sells

1
+$385K
2
+$364K
3
+$222K
4
INN
Summit Hotel Properties
INN
+$204K
5
CASH icon
Pathward Financial
CASH
+$189K

Sector Composition

1 Healthcare 29.58%
2 Technology 19.06%
3 Industrials 16.55%
4 Financials 13.3%
5 Consumer Discretionary 12.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$444K 1.4%
64,698
+307
27
$439K 1.39%
33,363
+147
28
$438K 1.39%
11,622
+55
29
$425K 1.34%
8,942
+39
30
$423K 1.34%
42,841
+203
31
$422K 1.33%
9,055
+42
32
$417K 1.32%
9,094
+37
33
$416K 1.31%
9,549
+39
34
$412K 1.3%
14,154
+672
35
$411K 1.3%
13,276
+64
36
$410K 1.3%
26,597
+131
37
$409K 1.29%
31,224
+158
38
$405K 1.28%
71,760
+354
39
$404K 1.28%
29,113
+1,975
40
$402K 1.27%
8,078
+614
41
$401K 1.27%
8,793
+42
42
$400K 1.27%
1,119
-277
43
$399K 1.26%
10,908
-5,181
44
$398K 1.26%
31,903
+149
45
$396K 1.25%
21,274
+100
46
$395K 1.25%
61,175
+18,851
47
$393K 1.24%
10,328
+49
48
$392K 1.24%
3,480
+13
49
$391K 1.24%
9,045
+40
50
$390K 1.23%
11,738
+45
1
2
3 4 5