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
$36.8M
AUM Growth
+$5.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$465K
2
+$438K
3
+$426K
4
ONEW icon
OneWater Marine
ONEW
+$401K
5
INN
Summit Hotel Properties
INN
+$377K

Top Sells

1
+$884K
2
+$370K
3
+$338K
4
COHU icon
Cohu
COHU
+$306K
5
JYNT icon
The Joint Corp
JYNT
+$230K

Sector Composition

1 Healthcare 26.02%
2 Industrials 17.32%
3 Technology 16.53%
4 Financials 15.61%
5 Consumer Discretionary 13.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$11K 0.03%
1,068
+457
127
$11K 0.03%
164
+70
128
$10K 0.03%
821
+351
129
$10K 0.03%
1,502
+643
130
$10K 0.03%
1,658
+710
131
$9K 0.02%
47
+20
132
$9K 0.02%
214
+91
133
$8K 0.02%
753
+322
134
$8K 0.02%
1,351
+578
135
$8K 0.02%
195
+83
136
– –
-2,434
137
– –
-37,261
2 3 4 5
6