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
$23.6M
AUM Growth
-$522K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$347K
2
+$316K
3
+$287K
4
NBN icon
Northeast Bank
NBN
+$282K
5
SAMG icon
Silvercrest Asset Management
SAMG
+$279K

Top Sells

1
+$469K
2
+$457K
3
+$338K
4
CSTL icon
Castle Biosciences
CSTL
+$328K
5
SSTI icon
SoundThinking
SSTI
+$298K

Sector Composition

1 Technology 22.1%
2 Industrials 20.88%
3 Healthcare 15.23%
4 Financials 12.54%
5 Consumer Discretionary 11.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$328K 1.39%
10,284
-519
27
$323K 1.37%
8,580
-1,376
28
$316K 1.34%
+7,760
29
$311K 1.32%
6,708
-342
30
$308K 1.31%
6,676
-341
31
$305K 1.29%
8,061
-404
32
$304K 1.29%
18,781
-14,360
33
$303K 1.28%
8,734
-6,450
34
$302K 1.28%
4,922
-250
35
$296K 1.25%
2,542
-2,900
36
$287K 1.22%
+6,273
37
$282K 1.2%
+6,771
38
$282K 1.19%
4,640
-260
39
$281K 1.19%
29,823
-1,514
40
$279K 1.18%
+13,798
41
$278K 1.18%
12,148
-625
42
$278K 1.18%
8,407
-2,634
43
$275K 1.16%
10,375
-357
44
$263K 1.11%
12,052
+1,281
45
$261K 1.1%
+32,194
46
$259K 1.1%
11,232
-1,412
47
$258K 1.09%
+18,078
48
$257K 1.09%
8,833
-450
49
$257K 1.09%
+12,283
50
$251K 1.06%
+4,342
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