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
$31.6M
AUM Growth
+$8.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$489K
2
+$345K
3
+$122K
4
ZIXI
Zix Corporation
ZIXI
+$58.2K
5
KALA icon
KALA BIO
KALA
+$47.1K

Top Sells

1
+$385K
2
+$364K
3
+$222K
4
INN
Summit Hotel Properties
INN
+$204K
5
CASH icon
Pathward Financial
CASH
+$189K

Sector Composition

1 Healthcare 29.58%
2 Technology 19.06%
3 Industrials 16.55%
4 Financials 13.3%
5 Consumer Discretionary 12.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$388K 1.23%
7,983
-1,445
52
$386K 1.22%
1,347
+6
53
$384K 1.21%
25,568
+114
54
$382K 1.21%
10,995
+51
55
$375K 1.19%
32,507
+136
56
$358K 1.13%
52,024
+249
57
$358K 1.13%
27,400
+125
58
$345K 1.09%
+1,487
59
$338K 1.07%
37,261
+4,108
60
$333K 1.05%
20,841
+86
61
$324K 1.02%
2,115
+9
62
$316K 1%
15,584
-246
63
$315K 1%
26,350
+142
64
$313K 0.99%
30,972
+148
65
$310K 0.98%
24,835
+1,719
66
$294K 0.93%
869
+139
67
$276K 0.87%
30,087
+144
68
$271K 0.86%
9,330
-103
69
$238K 0.75%
28,845
-476
70
$175K 0.55%
2,434
-5,045
71
$24.6K 0.08%
+207
72
$17.1K 0.05%
+232
73
$16.6K 0.05%
+582
74
$14.4K 0.05%
+833
75
$13.4K 0.04%
+758
1 2
3
4 5