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
$23.3M
AUM Growth
+$2.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$350K
2
+$342K
3
+$321K
4
LUNA
Luna Innovations Incorporated
LUNA
+$312K
5
CCLD icon
CareCloud
CCLD
+$294K

Top Sells

1
+$496K
2
+$358K
3
+$331K
4
BLFS icon
BioLife Solutions
BLFS
+$296K
5
MYFW icon
First Western Financial
MYFW
+$253K

Sector Composition

1 Healthcare 30.5%
2 Industrials 17.09%
3 Technology 15.96%
4 Financials 13.25%
5 Consumer Discretionary 12.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$291K 1.25%
+33,071
52
$284K 1.22%
3,467
+19
53
$284K 1.22%
+27,138
54
$284K 1.22%
7,464
+1,678
55
$277K 1.19%
47,384
+360
56
$276K 1.18%
26,208
+193
57
$275K 1.18%
10,944
+69
58
$274K 1.17%
2,106
+13
59
$273K 1.17%
+730
60
$271K 1.16%
23,116
+143
61
$268K 1.15%
+15,830
62
$266K 1.14%
9,433
+1,252
63
$265K 1.14%
8,903
+54
64
$255K 1.09%
+29,943
65
$245K 1.05%
13,482
-1,545
66
$222K 0.95%
7,425
+46
67
$215K 0.92%
42,324
+3,687
68
$208K 0.89%
+51,775
69
$204K 0.87%
39,289
+247
70
$189K 0.81%
29,321
+10,182
71
– –
-16,074
72
– –
-37,371
73
– –
-15,805
74
– –
-38,832
75
– –
-17,748
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3
4