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
$5.16B
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
631
New
Increased
Reduced
Closed

Top Buys

1 +$109M
2 +$48.5M
3 +$38.5M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$29M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$21.6M

Top Sells

1 +$66.3M
2 +$33.1M
3 +$32.1M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$9.09M
5
IBM icon
IBM
IBM
+$5.75M

Sector Composition

1 Financials 16.27%
2 Technology 11.16%
3 Healthcare 4.6%
4 Industrials 4.44%
5 Communication Services 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
FPI
551
Farmland Partners
FPI
$451M
$146K ﹤0.01%
+13,094
SD icon
552
SandRidge Energy
SD
$413M
$145K ﹤0.01%
15,574
ADPT icon
553
Adaptive Biotechnologies
ADPT
$2.48B
$139K ﹤0.01%
18,715
NAC icon
554
Nuveen California Quality Municipal Income Fund
NAC
$1.69B
$127K ﹤0.01%
11,327
+144
CMBT
555
CMB.TECH NV
CMBT
$2.79B
$124K ﹤0.01%
13,671
-383
VTRS icon
556
Viatris
VTRS
$11.9B
$124K ﹤0.01%
14,219
+122
STOK icon
557
Stoke Therapeutics
STOK
$1.84B
$119K ﹤0.01%
15,779
HLX icon
558
Helix Energy Solutions
HLX
$929M
$118K ﹤0.01%
18,215
SNDX icon
559
Syndax Pharmaceuticals
SNDX
$1.23B
$115K ﹤0.01%
10,242
FOLD icon
560
Amicus Therapeutics
FOLD
$2.48B
$106K ﹤0.01%
13,000
-3,936
DUOT icon
561
Duos Technologies
DUOT
$156M
$106K ﹤0.01%
18,760
CSBR icon
562
Champions Oncology
CSBR
$89.5M
$104K ﹤0.01%
12,000
SKE
563
Skeena Resources
SKE
$2.19B
$101K ﹤0.01%
+10,000
COGT icon
564
Cogent Biosciences
COGT
$2.29B
$99.6K ﹤0.01%
21,736
POCI icon
565
Precision Optics
POCI
$32.9M
$97K ﹤0.01%
23,364
CDE icon
566
Coeur Mining
CDE
$13.5B
$89.5K ﹤0.01%
+15,119
RLAY icon
567
Relay Therapeutics
RLAY
$1.12B
$84.6K ﹤0.01%
32,916
NSPR icon
568
InspireMD
NSPR
$96.8M
$80.7K ﹤0.01%
30,000
RIOT icon
569
Riot Platforms
RIOT
$7.4B
$79.9K ﹤0.01%
+11,220
INTS icon
570
Intensity Therapeutics
INTS
$12.8M
$78.8K ﹤0.01%
40,000
+20,000
KLXE icon
571
KLX Energy Services
KLXE
$30M
$77K ﹤0.01%
22,000
+12,000
ABEV icon
572
Ambev
ABEV
$35.1B
$75.7K ﹤0.01%
32,487
+13,186
NRGV icon
573
Energy Vault
NRGV
$607M
$73K ﹤0.01%
105,000
LYG icon
574
Lloyds Banking Group
LYG
$66.2B
$71K ﹤0.01%
18,598
+6,855
EQX icon
575
Equinox Gold
EQX
$9.4B
$68.8K ﹤0.01%
+10,000