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
$24.1M
AUM Growth
+$299K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$328K
2
+$310K
3
+$225K
4
LOVE icon
LoveSac
LOVE
+$219K
5
ATEC icon
Alphatec Holdings
ATEC
+$17.6K

Top Sells

1
+$289K
2
+$288K
3
+$271K
4
ARIS
Aris Water Solutions
ARIS
+$233K
5
TA
TravelCenters of America LLC
TA
+$221K

Sector Composition

1 Technology 24.38%
2 Industrials 19.87%
3 Healthcare 14.39%
4 Consumer Discretionary 13.24%
5 Financials 11.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$247K 1.02%
19,689
52
$246K 1.02%
11,256
53
$244K 1.01%
10,705
54
$237K 0.98%
20,653
55
$236K 0.98%
15,255
56
$233K 0.97%
60,448
+3,355
57
$232K 0.96%
10,771
58
$231K 0.96%
13,377
59
$225K 0.93%
+13,146
60
$224K 0.93%
1,785
61
$219K 0.91%
+7,595
62
$219K 0.91%
31,986
63
$218K 0.9%
23,063
-203
64
$212K 0.88%
9,283
65
$211K 0.87%
7,773
66
$207K 0.86%
3,664
-2,115
67
$205K 0.85%
16,621
68
$203K 0.84%
9,399
69
$196K 0.81%
38,124
70
$178K 0.74%
12,904
71
$16.6K 0.07%
14,560
+1,014
72
$11.8K 0.05%
2,579
+1,555
73
$10.9K 0.05%
+890
74
– –
-16,144
75
– –
-46,384
1 2
3
4