MFIM

Mesirow Financial Investment Management Portfolio holdings

AUM $5.59B
1-Year Est. Return 16.91%
This Quarter Est. Return
1 Year Est. Return
+16.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$23.6M
AUM Growth
-$522K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$347K
2
+$316K
3
+$287K
4
NBN icon
Northeast Bank
NBN
+$282K
5
SAMG icon
Silvercrest Asset Management
SAMG
+$279K

Top Sells

1
+$469K
2
+$457K
3
+$338K
4
CSTL icon
Castle Biosciences
CSTL
+$328K
5
SSTI icon
SoundThinking
SSTI
+$298K

Sector Composition

1 Technology 22.1%
2 Industrials 20.88%
3 Healthcare 15.23%
4 Financials 12.54%
5 Consumer Discretionary 11.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$248K 1.05%
17,869
-4,601
52
$243K 1.03%
+4,233
53
$243K 1.03%
14,645
-914
54
$242K 1.03%
36,176
-5,025
55
$242K 1.03%
+7,419
56
$235K 1%
19,599
-669
57
$230K 0.97%
+6,348
58
$229K 0.97%
+6,966
59
$228K 0.96%
12,810
-605
60
$225K 0.95%
12,326
-578
61
$225K 0.95%
10,191
-514
62
$219K 0.93%
+16,386
63
$218K 0.92%
12,727
-650
64
$218K 0.92%
+21,287
65
$218K 0.92%
+34,748
66
$215K 0.91%
11,554
-1,718
67
$212K 0.9%
14,511
-744
68
$211K 0.9%
52,568
-7,880
69
$206K 0.87%
46,811
-14,063
70
$205K 0.87%
3,487
-177
71
$200K 0.85%
+3,937
72
$196K 0.83%
14,527
-2,222
73
$192K 0.81%
10,750
-506
74
$191K 0.81%
+51,686
75
$182K 0.77%
19,643
-1,010
1 2
3
4