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
$23.7M
AUM Growth
+$1.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$593K
2
+$323K
3
+$320K
4
INBK icon
First Internet Bancorp
INBK
+$300K
5
TRAK icon
ReposiTrak
TRAK
+$297K

Top Sells

1
+$564K
2
+$495K
3
+$394K
4
ISTR icon
Investar Holding Corp
ISTR
+$374K
5
OMER icon
Omeros
OMER
+$365K

Sector Composition

1 Financials 28%
2 Healthcare 14.71%
3 Industrials 13.67%
4 Consumer Discretionary 13.05%
5 Technology 12.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$922K 3.88%
33,389
-486
2
$803K 3.38%
34,525
+9,297
3
$795K 3.35%
19,292
+2,261
4
$682K 2.87%
7,401
-108
5
$658K 2.77%
38,266
-559
6
$656K 2.76%
16,692
-243
7
$622K 2.62%
8,795
-128
8
$593K 2.5%
+22,370
9
$551K 2.32%
17,196
-12,288
10
$544K 2.29%
13,202
-190
11
$536K 2.26%
14,649
-213
12
$527K 2.22%
8,722
+4,810
13
$509K 2.14%
13,971
-204
14
$498K 2.1%
26,834
-389
15
$483K 2.03%
9,922
-144
16
$481K 2.03%
10,720
-156
17
$481K 2.03%
16,950
+3,962
18
$472K 1.99%
14,963
-218
19
$453K 1.91%
37,093
-538
20
$448K 1.89%
22,593
-327
21
$440K 1.85%
12,699
-184
22
$436K 1.84%
44,716
-652
23
$434K 1.83%
41,932
-608
24
$422K 1.78%
13,595
-199
25
$411K 1.73%
41,707
-600
1
2 3