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
$5.13B
AUM Growth
-$31.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
626
New
Increased
Reduced
Closed

Top Buys

1
+$33.6M
2
+$17.2M
3
+$17.2M
4
MSFT icon
Microsoft
MSFT
+$8.53M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.62M

Top Sells

1
+$120M
2
+$52.6M
3
+$32.5M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$29.1M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$20.2M

Sector Composition

1 Financials 16.09%
2 Technology 12.62%
3 Communication Services 4.86%
4 Industrials 4.43%
5 Healthcare 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NEPH icon
526
Nephros
NEPH
$48.5M
$56.4K ﹤0.01%
13,800
DOUG icon
527
Douglas Elliman
DOUG
$232M
$42.9K ﹤0.01%
18,500
KLXE icon
528
KLX Energy Services
KLXE
$30.3M
$41.1K ﹤0.01%
22,000
KRMD icon
529
KORU Medical Systems
KRMD
$175M
$39.2K ﹤0.01%
10,959
CMU
530
MFS High Yield Municipal Trust
CMU
$89.2M
$37.8K ﹤0.01%
11,340
+157
INTS icon
531
Intensity Therapeutics
INTS
$30.7M
$33.8K ﹤0.01%
110,000
+70,000
LIQT icon
532
LiqTech
LIQT
$21.1M
$22K ﹤0.01%
13,754
ESPR icon
533
Esperion Therapeutics
ESPR
$718M
$19.7K ﹤0.01%
20,000
VXRT
534
DELISTED
Vaxart
VXRT
$9.04K ﹤0.01%
20,000
SGMO icon
535
Sangamo Therapeutics
SGMO
$158M
$6.39K ﹤0.01%
11,800
WBX icon
536
Wallbox
WBX
$61.6M
$3.18K ﹤0.01%
500
ADMA icon
537
ADMA Biologics
ADMA
$3.92B
– –
-30,662
AGI icon
538
Alamos Gold
AGI
$14.2B
– –
-10,036
ANIP icon
539
ANI Pharmaceuticals
ANIP
$1.96B
– –
-2,996
AORT icon
540
Artivion
AORT
$2.26B
– –
-10,609
ATEC icon
541
Alphatec Holdings
ATEC
$3.08B
– –
-44,508
AXON icon
542
Axon Enterprise
AXON
$44.9B
– –
-527
AZZ icon
543
AZZ Inc
AZZ
$3.04B
– –
-3,628
BABA icon
544
Alibaba
BABA
$377B
– –
-1,728
BELFB
545
Bel Fuse Inc Class B
BELFB
$1.95B
– –
-4,351
BLFS icon
546
BioLife Solutions
BLFS
$1.25B
– –
-17,120
CASH icon
547
Pathward Financial
CASH
$1.58B
– –
-4,302
CCB icon
548
Coastal Financial
CCB
$1.67B
– –
-5,372
CDE icon
549
Coeur Mining
CDE
$10B
– –
-15,119
CDRE icon
550
Cadre Holdings
CDRE
$1.76B
– –
-6,830
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