MFIM

Mesirow Financial Investment Management Portfolio holdings

AUM $6.18B
1-Year Est. Return 18.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$39.1M
AUM Growth
+$2.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$463K
2
+$429K
3
+$425K
4
IDYA icon
IDEAYA Biosciences
IDYA
+$413K
5
VSEC icon
VSE Corp
VSEC
+$405K

Top Sells

1
+$574K
2
+$482K
3
+$476K
4
ATER icon
Aterian
ATER
+$446K
5
UPLD icon
Upland Software
UPLD
+$416K

Sector Composition

1 Healthcare 23.91%
2 Technology 19.11%
3 Industrials 18.39%
4 Financials 14.21%
5 Consumer Discretionary 12.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$315K 0.8%
8,974
+24
77
$284K 0.73%
8,974
+41
78
$263K 0.67%
1,093
+4
79
$260K 0.66%
31,632
+113
80
$250K 0.64%
15,196
+59
81
$223K 0.57%
843
+3
82
$49K 0.13%
+3
83
$38K 0.1%
+472
84
$22K 0.06%
434
+95
85
$11K 0.03%
11
+2
86
– –
-1,325
87
– –
-2,430
88
– –
-3,648
89
– –
-43,520
90
– –
-961
91
– –
-1,260
92
– –
-2,033
93
– –
-404
94
– –
-307
95
– –
-704
96
– –
-5,116
97
– –
-1,829
98
– –
-1,457
99
– –
-821
100
– –
-5,328
2 3
4
5 6