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
$23.8M
AUM Growth
-$3.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$437K
2
+$401K
3
+$353K
4
INVE icon
Identive
INVE
+$349K
5
CAMP
CalAmp Corp.
CAMP
+$340K

Top Sells

1
+$480K
2
+$407K
3
+$349K
4
ROAD icon
Construction Partners
ROAD
+$329K
5
CASH icon
Pathward Financial
CASH
+$276K

Sector Composition

1 Financials 21.72%
2 Industrials 18.88%
3 Technology 17.8%
4 Healthcare 15.08%
5 Consumer Discretionary 11.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$313K 1.32%
+270,000
52
$309K 1.3%
20,707
-1,340
53
$292K 1.23%
+15,045
54
$269K 1.13%
16,663
-793
55
$243K 1.02%
8,369
-528
56
$235K 0.99%
38,382
-396
57
$210K 0.88%
9,107
-587
58
$165K 0.69%
26,806
-1,685
59
$163K 0.69%
19,234
-570
60
– –
-506
61
– –
-38,898
62
– –
-54,427
1 2
3