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
$23.7M
AUM Growth
+$1.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$593K
2
+$323K
3
+$320K
4
INBK icon
First Internet Bancorp
INBK
+$300K
5
TRAK icon
ReposiTrak
TRAK
+$297K

Top Sells

1
+$564K
2
+$495K
3
+$394K
4
ISTR icon
Investar Holding Corp
ISTR
+$374K
5
OMER icon
Omeros
OMER
+$365K

Sector Composition

1 Financials 28%
2 Healthcare 14.71%
3 Industrials 13.67%
4 Consumer Discretionary 13.05%
5 Technology 12.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$232K 0.98%
+13,523
52
$230K 0.97%
31,097
-452
53
$229K 0.96%
+42,158
54
$227K 0.96%
23,040
+220
55
$217K 0.91%
+1,318
56
$211K 0.89%
51,698
-749
57
$209K 0.88%
31,113
-453
58
$104K 0.44%
+13,787
59
– –
-19,602
60
– –
-15,538
61
– –
-18,808
62
– –
-17,225
63
– –
-20,119
64
– –
-14,263
65
– –
-1,644
66
– –
-22,509
1 2
3