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
76
$181K 0.77%
12,520
-626
77
$176K 0.75%
19,237
-3,826
78
$169K 0.72%
+28,784
79
$153K 0.65%
+20,024
80
– –
-38,124
81
– –
-16,621
82
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-7,773
83
– –
-19,689
84
– –
-890
85
– –
-24,588
86
– –
-31,986
87
– –
-14,431
88
– –
-9,399
89
– –
-7,595
90
– –
-1,456
91
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-2,579
92
– –
-11,351
93
– –
-7,583
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4