MFIM

Mesirow Financial Investment Management Portfolio holdings

AUM $4.87B
1-Year Est. Return 20.13%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$21.2M
AUM Growth
+$57K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$559K
2
+$453K
3
+$453K
4
CASH icon
Pathward Financial
CASH
+$360K
5
EVBG
Everbridge, Inc. Common Stock
EVBG
+$342K

Top Sells

1
+$457K
2
+$410K
3
+$410K
4
NEO icon
NeoGenomics
NEO
+$402K
5
MSFG
MainSource Financial Group Inc
MSFG
+$382K

Sector Composition

1 Financials 27.21%
2 Healthcare 16.56%
3 Consumer Discretionary 15.41%
4 Industrials 12.66%
5 Technology 11.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$243K 1.15%
+30,986
52
$232K 1.09%
51,519
+1,306
53
$220K 1.04%
9,584
+242
54
$210K 0.99%
17,718
-17,758
55
$116K 0.55%
14,815
-52,730
56
– –
-10,255
57
– –
-5,767
58
– –
-11,398
59
– –
-18,079
60
– –
-16,698
61
– –
-49,726
62
– –
-50,613
63
– –
-18,982
64
– –
-9,926
65
– –
-19,343
66
– –
-54,510
67
– –
-11,396
1 2
3