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
$22.5M
AUM Growth
-$1.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$454K
2
+$421K
3
+$372K
4
ROAD icon
Construction Partners
ROAD
+$359K
5
ALOT icon
AstroNova
ALOT
+$356K

Top Sells

1
+$622K
2
+$483K
3
+$481K
4
GBNK
Guaranty Bancorp
GBNK
+$481K
5
HRTX icon
Heron Therapeutics
HRTX
+$472K

Sector Composition

1 Financials 21.22%
2 Healthcare 19.7%
3 Technology 14.92%
4 Industrials 13.36%
5 Consumer Discretionary 12.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$234K 1.04%
+15,390
52
$231K 1.03%
25,862
-20,054
53
$227K 1.01%
35,581
-6,577
54
$221K 0.98%
26,367
-4,730
55
$215K 0.96%
7,264
-6,845
56
$200K 0.89%
1,117
-201
57
– –
-9,922
58
– –
-76,327
59
– –
-16,880
60
– –
-13,787
61
– –
-44,385
62
– –
-10,720
63
– –
-51,698
64
– –
-26,822
65
– –
-33,898
66
– –
-16,950
67
– –
-4,350
68
– –
-8,795
1 2
3