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
76
-4,964
77
-2,237
78
-33,299
79
-19,780
80
-15,547
81
-55,329